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 | $91,932 | $112,729-18.4% | $98,716-6.9% | $137,256-33.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.66% | 38.48%-22.8pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,518 | $2,725-7.6% | $2,279+10.5% | $4,156-39.4% |
| Participant deferral / active EE | $3,590 | $4,640-22.6% | $4,048-11.3% | $6,407-44.0% |
| Admin fee / account holder | $14,419 | $10,129+42.4% | $8,703+65.7% | $12,270+17.5% |