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 | $76,447 | $106,749-28.4% | $145,433-47.4% | $82,448-7.3% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 18.67% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,177 | $3,444-7.8% | $4,554-30.2% | $2,551+24.5% |
| Participant deferral / active EE | $8,272 | $6,519+26.9% | $7,897+4.7% | $4,139+99.8% |
| Admin fee / account holder | $760 | $8,390-90.9% | $13,129-94.2% | $7,234-89.5% |