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 8-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 | $104,076 | $111,814-6.9% | $103,374+0.7% | $145,959-28.7% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 9.50% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $4,176 | $4,214-0.9% | $3,869+7.9% | $4,661-10.4% |
| Participant deferral / active EE | $7,776 | $5,618+38.4% | $5,058+53.7% | $6,689+16.3% |
| Admin fee / account holder | $6,182 | $9,754-36.6% | $8,394-26.3% | $13,398-53.9% |