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 | $93,124 | $112,729-17.4% | $98,716-5.7% | $137,256-32.2% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.3%+15.7pp | 80.0%+5.0pp |
| Annual return | 16.60% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,581 | $2,725-5.3% | $2,279+13.3% | $4,156-37.9% |
| Participant deferral / active EE | $4,809 | $4,640+3.6% | $4,048+18.8% | $6,407-24.9% |
| Admin fee / account holder | $1,695 | $10,129-83.3% | $8,703-80.5% | $12,270-86.2% |