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 | $54,813 | $57,590-4.8% | $86,233-36.4% | $82,448-33.5% |
| Participation rate | 96.4% | 57.9%+38.6pp | 69.0%+27.4pp | 68.1%+28.4pp |
| Annual return | 14.77% | 22.41%-7.6pp | 61.39%-46.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,020 | $1,655+82.4% | $2,504+20.6% | $2,551+18.4% |
| Participant deferral / active EE | $6,735 | $3,080+118.7% | $4,559+47.7% | $4,139+62.7% |
| Admin fee / account holder | $1,271 | $4,730-73.1% | $8,342-84.8% | $7,234-82.4% |