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 | $60,074 | $94,031-36.1% | $115,768-48.1% | $82,448-27.1% |
| Participation rate | 89.0% | 70.4%+18.6pp | 74.4%+14.6pp | 68.1%+21.0pp |
| Annual return | 18.53% | 20.61%-2.1pp | 100.46%-81.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,802 | $2,323+20.6% | $2,940-4.7% | $2,551+9.8% |
| Participant deferral / active EE | $4,542 | $3,972+14.4% | $4,917-7.6% | $4,139+9.7% |
| Admin fee / account holder | $4,461 | $10,249-56.5% | $12,439-64.1% | $7,234-38.3% |