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 | $71,440 | $161,352-55.7% | $134,172-46.8% | $137,256-48.0% |
| Participation rate | 90.9% | 78.3%+12.6pp | 72.5%+18.4pp | 80.0%+10.9pp |
| Annual return | 9.71% | 28.72%-19.0pp | 25.30%-15.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $3,066 | $4,099-25.2% | $3,420-10.4% | $4,156-26.2% |
| Participant deferral / active EE | $4,256 | $5,552-23.4% | $4,690-9.3% | $6,407-33.6% |
| Admin fee / account holder | $5,593 | $15,028-62.8% | $12,016-53.5% | $12,270-54.4% |