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 7-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 | $31,965 | $100,970-68.3% | $96,576-66.9% | $137,256-76.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 18.22% | 38.16%-19.9pp | 38.47%-20.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,575 | $3,809-32.4% | $3,553-27.5% | $4,156-38.0% |
| Participant deferral / active EE | $3,561 | $8,286-57.0% | $7,956-55.2% | $6,407-44.4% |
| Admin fee / account holder | $2,452 | $11,312-78.3% | $11,381-78.5% | $12,270-80.0% |