Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,530 | $117,859+46.4% | $102,438+68.4% | $145,959+18.2% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 13.24% | 31.72%-18.5pp | 29.37%-16.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,630 | $3,615-27.2% | $3,024-13.0% | $4,661-43.6% |
| Participant deferral / active EE | $4,700 | $5,732-18.0% | $5,054-7.0% | $6,689-29.7% |
| Admin fee / account holder | $17,127 | $13,318+28.6% | $9,448+81.3% | $13,398+27.8% |