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 | $50,308 | $106,749-52.9% | $145,433-65.4% | $82,448-39.0% |
| Participation rate | 85.4% | 75.6%+9.7pp | 82.1%+3.2pp | 68.1%+17.3pp |
| Annual return | 20.04% | 27.59%-7.6pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,551 | $3,444+3.1% | $4,554-22.0% | $2,551+39.2% |
| Participant deferral / active EE | $6,350 | $6,519-2.6% | $7,897-19.6% | $4,139+53.4% |
| Admin fee / account holder | $479 | $8,390-94.3% | $13,129-96.4% | $7,234-93.4% |