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 10-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 | $61,888 | $172,111-64.0% | $150,298-58.8% | $137,256-54.9% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 14.74% | 69.37%-54.6pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,093 | $4,636-54.9% | $4,154-49.6% | $4,156-49.6% |
| Participant deferral / active EE | $6,485 | $6,166+5.2% | $5,453+18.9% | $6,407+1.2% |
| Admin fee / account holder | $8,046 | $16,471-51.1% | $14,116-43.0% | $12,270-34.4% |