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 | $60,412 | $82,879-27.1% | $96,576-37.4% | $67,986-11.1% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.4%-7.9pp | 57.2%+16.3pp |
| Annual return | 19.36% | 36.90%-17.5pp | 38.47%-19.1pp | 31.67%-12.3pp |
| Employer contribution / active EE | $4,681 | $2,727+71.7% | $3,553+31.8% | $2,019+131.9% |
| Participant deferral / active EE | $6,652 | $6,976-4.6% | $7,956-16.4% | $3,358+98.1% |
| Admin fee / account holder | $4,695 | $2,783+68.7% | $11,381-58.7% | $3,203+46.6% |