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 | $70,336 | $76,407-7.9% | $150,298-53.2% | $82,448-14.7% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 31.29% | 39.99%-8.7pp | 62.79%-31.5pp | 41.64%-10.4pp |
| Employer contribution / active EE | $1,944 | $2,614-25.6% | $4,154-53.2% | $2,551-23.8% |
| Participant deferral / active EE | $3,860 | $3,214+20.1% | $5,453-29.2% | $4,139-6.8% |
| Admin fee / account holder | $4,692 | $6,352-26.1% | $14,116-66.8% | $7,234-35.1% |