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 9-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 | $62,847 | $88,672-29.1% | $105,223-40.3% | $82,448-23.8% |
| Participation rate | 76.7% | 67.9%+8.7pp | 75.0%+1.6pp | 68.1%+8.6pp |
| Annual return | 42.15% | 30.86%+11.3pp | 180.65%-138.5pp | 41.64%+0.5pp |
| Employer contribution / active EE | $2,567 | $3,048-15.8% | $3,689-30.4% | $2,551+0.6% |
| Participant deferral / active EE | $4,209 | $4,036+4.3% | $5,072-17.0% | $4,139+1.7% |
| Admin fee / account holder | $13,260 | $7,146+85.6% | $8,859+49.7% | $7,234+83.3% |