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 5-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 | $89,841 | $77,164+16.4% | $178,014-49.5% | $80,874+11.1% |
| Participation rate | 73.8% | 65.7%+8.1pp | 77.1%-3.3pp | 67.6%+6.2pp |
| Annual return | 12.02% | 18.09%-6.1pp | 294.80%-282.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,057 | $2,288+33.6% | $3,950-22.6% | $2,756+10.9% |
| Participant deferral / active EE | $5,915 | $4,408+34.2% | $6,276-5.8% | $4,297+37.7% |
| Admin fee / account holder | $13,299 | $7,164+85.6% | $10,362+28.3% | $6,935+91.8% |