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 | $130,588 | $124,425+5.0% | $112,040+16.6% | $137,256-4.9% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 15.54% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,581 | $3,411+5.0% | $2,954+21.2% | $4,156-13.8% |
| Participant deferral / active EE | $6,256 | $5,718+9.4% | $5,098+22.7% | $6,407-2.3% |
| Admin fee / account holder | $9,477 | $15,207-37.7% | $12,098-21.7% | $12,270-22.8% |