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 | $162,681 | $116,167+40.0% | $64,489+152.3% | $137,256+18.5% |
| Participation rate | 77.8% | 68.2%+9.6pp | 67.7%+10.1pp | 80.0%-2.2pp |
| Annual return | 12.28% | 36.55%-24.3pp | 55.03%-42.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,926 | $2,483-22.4% | $1,523+26.5% | $4,156-53.7% |
| Participant deferral / active EE | $3,625 | $4,215-14.0% | $2,778+30.5% | $6,407-43.4% |
| Admin fee / account holder | $1,828 | $6,188-70.5% | $4,260-57.1% | $12,270-85.1% |