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 | $71,372 | $100,970-29.3% | $96,576-26.1% | $137,256-48.0% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 14.32% | 38.16%-23.8pp | 38.47%-24.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,564 | $3,809-32.7% | $3,553-27.8% | $4,156-38.3% |
| Participant deferral / active EE | $9,807 | $8,286+18.4% | $7,956+23.3% | $6,407+53.1% |
| Admin fee / account holder | $1,071 | $11,312-90.5% | $11,381-90.6% | $12,270-91.3% |