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 4-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 | $63,357 | $99,921-36.6% | $85,009-25.5% | $145,959-56.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 27.01% | 83.89%-56.9pp | 66.47%-39.5pp | 561.95%-534.9pp |
| Employer contribution / active EE | $1,918 | $3,233-40.7% | $2,728-29.7% | $4,661-58.9% |
| Participant deferral / active EE | $2,682 | $5,293-49.3% | $4,522-40.7% | $6,689-59.9% |
| Admin fee / account holder | $1,092 | $7,252-84.9% | $6,153-82.2% | $13,398-91.8% |