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 | $103,819 | $57,057+82.0% | $85,009+22.1% | $80,874+28.4% |
| Participation rate | 82.1% | 56.4%+25.8pp | 67.5%+14.6pp | 67.6%+14.5pp |
| Annual return | 12.29% | 21.66%-9.4pp | 66.47%-54.2pp | 35.62%-23.3pp |
| Employer contribution / active EE | $5,023 | $1,799+179.2% | $2,728+84.1% | $2,756+82.3% |
| Participant deferral / active EE | $7,438 | $3,112+139.0% | $4,522+64.5% | $4,297+73.1% |
| Admin fee / account holder | $1,523 | $4,986-69.5% | $6,153-75.3% | $6,935-78.0% |