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 | $62,830 | $166,020-62.2% | $164,866-61.9% | $145,959-57.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.28% | 100.08%-85.8pp | 69.97%-55.7pp | 561.95%-547.7pp |
| Employer contribution / active EE | $4,650 | $5,275-11.8% | $4,343+7.1% | $4,661-0.2% |
| Participant deferral / active EE | $13,626 | $6,961+95.7% | $6,033+125.9% | $6,689+103.7% |
| Admin fee / account holder | $7,244 | $16,644-56.5% | $12,689-42.9% | $13,398-45.9% |