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 5-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 | $107,785 | $106,749+1.0% | $145,433-25.9% | $82,448+30.7% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 24.45% | 27.59%-3.1pp | 66.58%-42.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $3,465 | $3,444+0.6% | $4,554-23.9% | $2,551+35.8% |
| Participant deferral / active EE | $14,885 | $6,519+128.3% | $7,897+88.5% | $4,139+259.6% |
| Admin fee / account holder | $2,723 | $8,390-67.5% | $13,129-79.3% | $7,234-62.4% |