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 3-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 | $57,698 | $112,729-48.8% | $98,716-41.6% | $137,256-58.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 20.37% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $5,307 | $2,725+94.7% | $2,279+132.9% | $4,156+27.7% |
| Participant deferral / active EE | $10,585 | $4,640+128.1% | $4,048+161.5% | $6,407+65.2% |
| Admin fee / account holder | $2,569 | $10,129-74.6% | $8,703-70.5% | $12,270-79.1% |