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 | $73,471 | $97,125-24.4% | $86,233-14.8% | $137,256-46.5% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 26.87% | 74.19%-47.3pp | 61.39%-34.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $813 | $2,841-71.4% | $2,504-67.5% | $4,156-80.4% |
| Participant deferral / active EE | $1,722 | $5,180-66.8% | $4,559-62.2% | $6,407-73.1% |
| Admin fee / account holder | $465 | $9,725-95.2% | $8,342-94.4% | $12,270-96.2% |