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 | $158,172 | $161,352-2.0% | $134,172+17.9% | $137,256+15.2% |
| Participation rate | 90.9% | 78.3%+12.6pp | 72.5%+18.4pp | 80.0%+10.9pp |
| Annual return | 13.66% | 28.72%-15.1pp | 25.30%-11.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,737 | $4,099-33.2% | $3,420-20.0% | $4,156-34.1% |
| Participant deferral / active EE | $4,594 | $5,552-17.3% | $4,690-2.1% | $6,407-28.3% |
| Admin fee / account holder | $20,839 | $15,028+38.7% | $12,016+73.4% | $12,270+69.8% |