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 6-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 | $77,774 | $106,749-27.1% | $145,433-46.5% | $82,448-5.7% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 30.51% | 27.59%+2.9pp | 66.58%-36.1pp | 41.64%-11.1pp |
| Employer contribution / active EE | $5,259 | $3,444+52.7% | $4,554+15.5% | $2,551+106.2% |
| Participant deferral / active EE | $10,515 | $6,519+61.3% | $7,897+33.1% | $4,139+154.0% |
| Admin fee / account holder | $12,388 | $8,390+47.7% | $13,129-5.6% | $7,234+71.2% |