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 | $33,554 | $88,672-62.2% | $105,223-68.1% | $82,448-59.3% |
| Participation rate | 85.3% | 67.9%+17.4pp | 75.0%+10.2pp | 68.1%+17.2pp |
| Annual return | 26.47% | 30.86%-4.4pp | 180.65%-154.2pp | 41.64%-15.2pp |
| Employer contribution / active EE | $3,133 | $3,048+2.8% | $3,689-15.1% | $2,551+22.8% |
| Participant deferral / active EE | $8,124 | $4,036+101.3% | $5,072+60.2% | $4,139+96.3% |
| Admin fee / account holder | $2,184 | $7,146-69.4% | $8,859-75.3% | $7,234-69.8% |