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 4-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 | $58,604 | $87,037-32.7% | $106,201-44.8% | $80,874-27.5% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.6%+23.3pp |
| Annual return | 29.54% | 17.05%+12.5pp | 116.26%-86.7pp | 35.62%-6.1pp |
| Employer contribution / active EE | $1,282 | $2,396-46.5% | $3,170-59.6% | $2,756-53.5% |
| Participant deferral / active EE | $6,215 | $3,986+55.9% | $5,012+24.0% | $4,297+44.6% |
| Admin fee / account holder | $6,905 | $8,434-18.1% | $11,039-37.5% | $6,935-0.4% |