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 | $189,593 | $124,425+52.4% | $112,040+69.2% | $137,256+38.1% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 28.77% | 24.72%+4.1pp | 24.52%+4.3pp | 220.34%-191.6pp |
| Employer contribution / active EE | $2,627 | $3,411-23.0% | $2,954-11.1% | $4,156-36.8% |
| Participant deferral / active EE | $8,617 | $5,718+50.7% | $5,098+69.0% | $6,407+34.5% |
| Admin fee / account holder | $7,667 | $15,207-49.6% | $12,098-36.6% | $12,270-37.5% |