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 | $196,536 | $95,453+105.9% | $112,040+75.4% | $82,448+138.4% |
| Participation rate | 78.8% | 72.8%+6.1pp | 76.5%+2.4pp | 68.1%+10.8pp |
| Annual return | 14.93% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $4,997 | $2,318+115.6% | $2,954+69.2% | $2,551+95.9% |
| Participant deferral / active EE | $8,716 | $4,224+106.4% | $5,098+71.0% | $4,139+110.6% |
| Admin fee / account holder | $14,810 | $9,013+64.3% | $12,098+22.4% | $7,234+104.7% |