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 7-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 | $71,315 | $111,814-36.2% | $103,374-31.0% | $145,959-51.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.52% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $4,198 | $4,214-0.4% | $3,869+8.5% | $4,661-9.9% |
| Participant deferral / active EE | $10,012 | $5,618+78.2% | $5,058+98.0% | $6,689+49.7% |
| Admin fee / account holder | $761 | $9,754-92.2% | $8,394-90.9% | $13,398-94.3% |