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 | $110,482 | $88,672+24.6% | $105,223+5.0% | $82,448+34.0% |
| Participation rate | 73.7% | 67.9%+5.8pp | 75.0%-1.4pp | 68.1%+5.6pp |
| Annual return | 17.85% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,363 | $3,048+10.3% | $3,689-8.8% | $2,551+31.8% |
| Participant deferral / active EE | $7,188 | $4,036+78.1% | $5,072+41.7% | $4,139+73.7% |
| Admin fee / account holder | $4,524 | $7,146-36.7% | $8,859-48.9% | $7,234-37.5% |