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 | $87,939 | $95,453-7.9% | $112,040-21.5% | $82,448+6.7% |
| Participation rate | 86.6% | 72.8%+13.8pp | 76.5%+10.1pp | 68.1%+18.5pp |
| Annual return | 16.37% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,030 | $2,318-12.4% | $2,954-31.3% | $2,551-20.4% |
| Participant deferral / active EE | $4,322 | $4,224+2.3% | $5,098-15.2% | $4,139+4.4% |
| Admin fee / account holder | $8,754 | $9,013-2.9% | $12,098-27.6% | $7,234+21.0% |