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 | $160,503 | $87,166+84.1% | $76,735+109.2% | $137,256+16.9% |
| Participation rate | 77.8% | 74.4%+3.4pp | 69.5%+8.3pp | 80.0%-2.2pp |
| Annual return | 13.09% | 26.50%-13.4pp | 29.77%-16.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,055 | $2,904+5.2% | $2,454+24.5% | $4,156-26.5% |
| Participant deferral / active EE | $4,548 | $4,726-3.8% | $4,088+11.3% | $6,407-29.0% |
| Admin fee / account holder | $1,450 | $8,403-82.7% | $7,189-79.8% | $12,270-88.2% |