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 | $76,382 | $138,385-44.8% | $184,200-58.5% | $80,874-5.6% |
| Participation rate | 74.4% | 83.9%-9.5pp | 86.8%-12.5pp | 67.6%+6.7pp |
| Annual return | 22.74% | 20.02%+2.7pp | 28.80%-6.1pp | 35.62%-12.9pp |
| Employer contribution / active EE | $3,297 | $4,849-32.0% | $6,424-48.7% | $2,756+19.6% |
| Participant deferral / active EE | $6,083 | $7,073-14.0% | $9,132-33.4% | $4,297+41.6% |
| Admin fee / account holder | $13,208 | $10,483+26.0% | $13,907-5.0% | $6,935+90.4% |