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 | $120,938 | $95,453+26.7% | $112,040+7.9% | $82,448+46.7% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.5%-0.3pp | 68.1%+8.1pp |
| Annual return | 19.13% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,449 | $2,318+5.7% | $2,954-17.1% | $2,551-4.0% |
| Participant deferral / active EE | $6,004 | $4,224+42.1% | $5,098+17.8% | $4,139+45.0% |
| Admin fee / account holder | $2,936 | $9,013-67.4% | $12,098-75.7% | $7,234-59.4% |