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 6-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 | $70,678 | $100,970-30.0% | $96,576-26.8% | $137,256-48.5% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 15.14% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,852 | $3,809+27.4% | $3,553+36.6% | $4,156+16.7% |
| Participant deferral / active EE | $12,298 | $8,286+48.4% | $7,956+54.6% | $6,407+91.9% |
| Admin fee / account holder | $3,035 | $11,312-73.2% | $11,381-73.3% | $12,270-75.3% |