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 | $96,383 | $178,174-45.9% | $156,181-38.3% | $137,256-29.8% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.8%-2.4pp | 80.0%-3.5pp |
| Annual return | 18.71% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,374 | $4,972-52.3% | $4,294-44.7% | $4,156-42.9% |
| Participant deferral / active EE | $6,969 | $6,888+1.2% | $6,132+13.6% | $6,407+8.8% |
| Admin fee / account holder | $620 | $17,404-96.4% | $14,586-95.7% | $12,270-94.9% |