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 | $61,476 | $146,267-58.0% | $197,124-68.8% | $82,448-25.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 86.7%-2.1pp | 68.1%+16.5pp |
| Annual return | 18.19% | 29.61%-11.4pp | 44.34%-26.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $3,002 | $4,723-36.4% | $6,227-51.8% | $2,551+17.7% |
| Participant deferral / active EE | $6,777 | $7,035-3.7% | $9,135-25.8% | $4,139+63.7% |
| Admin fee / account holder | $5,125 | $14,422-64.5% | $16,298-68.6% | $7,234-29.2% |