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 | $36,814 | $108,912-66.2% | $100,383-63.3% | $145,959-74.8% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 21.69% | 57.96%-36.3pp | 49.26%-27.6pp | 561.95%-540.3pp |
| Employer contribution / active EE | $7,763 | $4,423+75.5% | $3,944+96.9% | $4,661+66.6% |
| Participant deferral / active EE | $16,108 | $8,451+90.6% | $8,086+99.2% | $6,689+140.8% |
| Admin fee / account holder | $821 | $9,690-91.5% | $7,900-89.6% | $13,398-93.9% |