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 | $53,470 | $172,111-68.9% | $150,298-64.4% | $137,256-61.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 23.24% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,319 | $4,636-28.4% | $4,154-20.1% | $4,156-20.1% |
| Participant deferral / active EE | $7,055 | $6,166+14.4% | $5,453+29.4% | $6,407+10.1% |
| Admin fee / account holder | $4,081 | $16,471-75.2% | $14,116-71.1% | $12,270-66.7% |