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 | $67,789 | $71,057-4.6% | $93,654-27.6% | $80,874-16.2% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.6%+22.7pp |
| Annual return | 13.43% | 11.26%+2.2pp | 133.34%-119.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,590 | $1,564+129.6% | $2,421+48.3% | $2,756+30.3% |
| Participant deferral / active EE | $4,187 | $4,034+3.8% | $4,413-5.1% | $4,297-2.6% |
| Admin fee / account holder | $328 | $6,944-95.3% | $8,282-96.0% | $6,935-95.3% |