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 | $62,022 | $116,167-46.6% | $64,489-3.8% | $137,256-54.8% |
| Participation rate | 83.3% | 68.2%+15.1pp | 67.7%+15.6pp | 80.0%+3.4pp |
| Annual return | 13.91% | 36.55%-22.6pp | 55.03%-41.1pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,848 | $2,483-25.6% | $1,523+21.3% | $4,156-55.5% |
| Participant deferral / active EE | $4,242 | $4,215+0.6% | $2,778+52.7% | $6,407-33.8% |
| Admin fee / account holder | $3,250 | $6,188-47.5% | $4,260-23.7% | $12,270-73.5% |