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 5-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 | $70,719 | $106,749-33.8% | $145,433-51.4% | $82,448-14.2% |
| Participation rate | 71.0% | 75.6%-4.7pp | 82.1%-11.2pp | 68.1%+2.9pp |
| Annual return | 23.52% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $5,109 | $3,444+48.3% | $4,554+12.2% | $2,551+100.3% |
| Participant deferral / active EE | $9,357 | $6,519+43.6% | $7,897+18.5% | $4,139+126.1% |
| Admin fee / account holder | $11,964 | $8,390+42.6% | $13,129-8.9% | $7,234+65.4% |