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 8-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 | $66,791 | $87,166-23.4% | $76,735-13.0% | $137,256-51.3% |
| Participation rate | 77.8% | 74.4%+3.4pp | 69.5%+8.3pp | 80.0%-2.2pp |
| Annual return | 15.99% | 26.50%-10.5pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,598 | $2,904-45.0% | $2,454-34.9% | $4,156-61.6% |
| Participant deferral / active EE | $3,777 | $4,726-20.1% | $4,088-7.6% | $6,407-41.0% |
| Admin fee / account holder | $4,158 | $8,403-50.5% | $7,189-42.2% | $12,270-66.1% |