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 6-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 | $61,719 | $88,672-30.4% | $105,223-41.3% | $82,448-25.1% |
| Participation rate | 90.3% | 67.9%+22.4pp | 75.0%+15.3pp | 68.1%+22.3pp |
| Annual return | 18.60% | 30.86%-12.3pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,672 | $3,048+20.5% | $3,689-0.5% | $2,551+43.9% |
| Participant deferral / active EE | $9,106 | $4,036+125.6% | $5,072+79.5% | $4,139+120.0% |
| Admin fee / account holder | $7,382 | $7,146+3.3% | $8,859-16.7% | $7,234+2.0% |