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 | $117,282 | $112,729+4.0% | $98,716+18.8% | $137,256-14.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 23.33% | 38.48%-15.2pp | 31.81%-8.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,781 | $2,725+2.0% | $2,279+22.0% | $4,156-33.1% |
| Participant deferral / active EE | $8,425 | $4,640+81.6% | $4,048+108.1% | $6,407+31.5% |
| Admin fee / account holder | $463 | $10,129-95.4% | $8,703-94.7% | $12,270-96.2% |