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 | $41,294 | $76,407-46.0% | $150,298-72.5% | $82,448-49.9% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 22.60% | 39.99%-17.4pp | 62.79%-40.2pp | 41.64%-19.0pp |
| Employer contribution / active EE | $2,414 | $2,614-7.6% | $4,154-41.9% | $2,551-5.3% |
| Participant deferral / active EE | $4,626 | $3,214+43.9% | $5,453-15.2% | $4,139+11.8% |
| Admin fee / account holder | $1,235 | $6,352-80.6% | $14,116-91.3% | $7,234-82.9% |