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 | $64,217 | $106,749-39.8% | $145,433-55.8% | $82,448-22.1% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 26.50% | 27.59%-1.1pp | 66.58%-40.1pp | 41.64%-15.1pp |
| Employer contribution / active EE | $7,452 | $3,444+116.3% | $4,554+63.6% | $2,551+192.1% |
| Participant deferral / active EE | $6,708 | $6,519+2.9% | $7,897-15.1% | $4,139+62.1% |
| Admin fee / account holder | $9,434 | $8,390+12.5% | $13,129-28.1% | $7,234+30.4% |