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 | $93,246 | $106,749-12.6% | $145,433-35.9% | $82,448+13.1% |
| Participation rate | 80.6% | 75.6%+4.9pp | 82.1%-1.6pp | 68.1%+12.5pp |
| Annual return | 18.51% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $10,872 | $3,444+215.6% | $4,554+138.7% | $2,551+326.2% |
| Participant deferral / active EE | $13,019 | $6,519+99.7% | $7,897+64.9% | $4,139+214.5% |
| Admin fee / account holder | $2,380 | $8,390-71.6% | $13,129-81.9% | $7,234-67.1% |