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 | $65,914 | $97,125-32.1% | $86,233-23.6% | $137,256-52.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 18.96% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,911 | $2,841-32.8% | $2,504-23.7% | $4,156-54.0% |
| Participant deferral / active EE | $9,980 | $5,180+92.7% | $4,559+118.9% | $6,407+55.8% |
| Admin fee / account holder | $914 | $9,725-90.6% | $8,342-89.0% | $12,270-92.5% |