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 | $86,522 | $172,111-49.7% | $150,298-42.4% | $137,256-37.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 14.30% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,472 | $4,636-46.7% | $4,154-40.5% | $4,156-40.5% |
| Participant deferral / active EE | $2,115 | $6,166-65.7% | $5,453-61.2% | $6,407-67.0% |
| Admin fee / account holder | $14,027 | $16,471-14.8% | $14,116-0.6% | $12,270+14.3% |