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 | $134,343 | $112,729+19.2% | $98,716+36.1% | $137,256-2.1% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.3%+9.3pp | 80.0%-1.4pp |
| Annual return | 10.27% | 38.48%-28.2pp | 31.81%-21.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $805 | $2,725-70.5% | $2,279-64.7% | $4,156-80.6% |
| Participant deferral / active EE | $2,007 | $4,640-56.7% | $4,048-50.4% | $6,407-68.7% |
| Admin fee / account holder | $2,226 | $10,129-78.0% | $8,703-74.4% | $12,270-81.9% |