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 | $100,745 | $77,896+29.3% | $134,172-24.9% | $82,448+22.2% |
| Participation rate | 75.0% | 62.8%+12.2pp | 72.5%+2.5pp | 68.1%+6.9pp |
| Annual return | 13.41% | 18.21%-4.8pp | 25.30%-11.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,760 | $2,159-18.5% | $3,420-48.5% | $2,551-31.0% |
| Participant deferral / active EE | $2,146 | $3,162-32.1% | $4,690-54.3% | $4,139-48.2% |
| Admin fee / account holder | $1,882 | $6,336-70.3% | $12,016-84.3% | $7,234-74.0% |