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 9-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 | $49,903 | $175,036-71.5% | $76,735-35.0% | - |
| Participation rate | 75.8% | 60.2%+15.6pp | 69.5%+6.3pp | - |
| Annual return | 18.69% | 15.04%+3.6pp | 29.77%-11.1pp | - |
| Employer contribution / active EE | $3,834 | $1,949+96.7% | $2,454+56.2% | - |
| Participant deferral / active EE | $8,006 | $3,720+115.2% | $4,088+95.8% | - |
| Admin fee / account holder | $8,699 | $23,923-63.6% | $7,189+21.0% | - |