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 | $67,965 | $76,407-11.0% | $150,298-54.8% | $82,448-17.6% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 19.84% | 39.99%-20.2pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $6,800 | $2,614+160.1% | $4,154+63.7% | $2,551+166.5% |
| Participant deferral / active EE | $14,251 | $3,214+343.3% | $5,453+161.4% | $4,139+244.3% |
| Admin fee / account holder | $15,682 | $6,352+146.9% | $14,116+11.1% | $7,234+116.8% |