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 | $76,776 | $100,970-24.0% | $96,576-20.5% | $137,256-44.1% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 19.93% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,113 | $3,809-44.5% | $3,553-40.5% | $4,156-49.2% |
| Participant deferral / active EE | $6,154 | $8,286-25.7% | $7,956-22.7% | $6,407-4.0% |
| Admin fee / account holder | $326 | $11,312-97.1% | $11,381-97.1% | $12,270-97.3% |