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 | $97,052 | $108,825-10.8% | $156,181-37.9% | $82,448+17.7% |
| Participation rate | 93.0% | 72.4%+20.6pp | 78.8%+14.2pp | 68.1%+24.9pp |
| Annual return | 20.27% | 20.59%-0.3pp | 64.87%-44.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $6,826 | $2,870+137.9% | $4,294+59.0% | $2,551+167.6% |
| Participant deferral / active EE | $7,304 | $4,577+59.6% | $6,132+19.1% | $4,139+76.5% |
| Admin fee / account holder | $1,739 | $9,341-81.4% | $14,586-88.1% | $7,234-76.0% |