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 | $58,930 | $124,425-52.6% | $112,040-47.4% | $137,256-57.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 19.66% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,480 | $3,411+2.0% | $2,954+17.8% | $4,156-16.3% |
| Participant deferral / active EE | $7,362 | $5,718+28.7% | $5,098+44.4% | $6,407+14.9% |
| Admin fee / account holder | $437 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |