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 | $62,990 | $106,749-41.0% | $145,433-56.7% | $82,448-23.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 22.59% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $5,906 | $3,444+71.5% | $4,554+29.7% | $2,551+131.5% |
| Participant deferral / active EE | $11,446 | $6,519+75.6% | $7,897+44.9% | $4,139+176.5% |
| Admin fee / account holder | $18,596 | $8,390+121.6% | $13,129+41.6% | $7,234+157.1% |