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 | $82,744 | $124,425-33.5% | $112,040-26.1% | $137,256-39.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.58% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,035 | $3,411-11.0% | $2,954+2.7% | $4,156-27.0% |
| Participant deferral / active EE | $6,110 | $5,718+6.8% | $5,098+19.9% | $6,407-4.6% |
| Admin fee / account holder | $1,468 | $15,207-90.3% | $12,098-87.9% | $12,270-88.0% |