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 | $132,150 | $81,446+62.3% | $103,374+27.8% | $80,874+63.4% |
| Participation rate | 84.0% | 66.9%+17.1pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 11.92% | 25.57%-13.6pp | 24.89%-13.0pp | 35.62%-23.7pp |
| Employer contribution / active EE | $3,031 | $3,107-2.5% | $3,869-21.7% | $2,756+10.0% |
| Participant deferral / active EE | $6,830 | $3,870+76.5% | $5,058+35.0% | $4,297+58.9% |
| Admin fee / account holder | $4,909 | $6,715-26.9% | $8,394-41.5% | $6,935-29.2% |