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 | $234,870 | $95,453+146.1% | $112,040+109.6% | $82,448+184.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 15.04% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $810 | $2,318-65.0% | $2,954-72.6% | $2,551-68.2% |
| Participant deferral / active EE | $7,049 | $4,224+66.9% | $5,098+38.3% | $4,139+70.3% |
| Admin fee / account holder | $4,384 | $9,013-51.4% | $12,098-63.8% | $7,234-39.4% |