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 | $91,256 | $57,590+58.5% | $86,233+5.8% | $82,448+10.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 18.84% | 22.41%-3.6pp | 61.39%-42.5pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,096 | $1,655+268.3% | $2,504+143.4% | $2,551+139.0% |
| Participant deferral / active EE | $9,681 | $3,080+214.3% | $4,559+112.3% | $4,139+133.9% |
| Admin fee / account holder | $5,563 | $4,730+17.6% | $8,342-33.3% | $7,234-23.1% |