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 | $162,106 | $111,814+45.0% | $103,374+56.8% | $145,959+11.1% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 18.87% | 24.77%-5.9pp | 24.89%-6.0pp | 561.95%-543.1pp |
| Employer contribution / active EE | $2,340 | $4,214-44.5% | $3,869-39.5% | $4,661-49.8% |
| Participant deferral / active EE | $4,832 | $5,618-14.0% | $5,058-4.5% | $6,689-27.8% |
| Admin fee / account holder | $728 | $9,754-92.5% | $8,394-91.3% | $13,398-94.6% |