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 6-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 | $43,787 | $51,638-15.2% | $68,368-36.0% | $82,448-46.9% |
| Participation rate | 78.6% | 63.6%+15.0pp | 73.8%+4.8pp | 68.1%+10.5pp |
| Annual return | 16.45% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,851 | $2,047+39.3% | $2,649+7.6% | $2,551+11.8% |
| Participant deferral / active EE | $7,403 | $2,914+154.1% | $4,123+79.6% | $4,139+78.8% |
| Admin fee / account holder | $946 | $4,643-79.6% | $5,150-81.6% | $7,234-86.9% |