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 | $80,677 | $73,787+9.3% | $98,716-18.3% | $82,448-2.1% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.3%+14.6pp | 68.1%+15.8pp |
| Annual return | 19.60% | 18.57%+1.0pp | 31.81%-12.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,884 | $1,511+157.0% | $2,279+70.4% | $2,551+52.2% |
| Participant deferral / active EE | $8,119 | $3,081+163.5% | $4,048+100.6% | $4,139+96.1% |
| Admin fee / account holder | $5,755 | $6,500-11.5% | $8,703-33.9% | $7,234-20.4% |