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 8-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 | $75,041 | $112,729-33.4% | $98,716-24.0% | $137,256-45.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.60% | 38.48%-26.9pp | 31.81%-20.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $5,833 | $2,725+114.0% | $2,279+156.0% | $4,156+40.3% |
| Participant deferral / active EE | $8,650 | $4,640+86.4% | $4,048+113.7% | $6,407+35.0% |
| Admin fee / account holder | $4,613 | $10,129-54.5% | $8,703-47.0% | $12,270-62.4% |