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 | $90,554 | $172,111-47.4% | $150,298-39.8% | $137,256-34.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 12.89% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,765 | $4,636-40.4% | $4,154-33.4% | $4,156-33.5% |
| Participant deferral / active EE | $7,618 | $6,166+23.6% | $5,453+39.7% | $6,407+18.9% |
| Admin fee / account holder | $9,871 | $16,471-40.1% | $14,116-30.1% | $12,270-19.6% |