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 | $47,448 | $112,729-57.9% | $98,716-51.9% | $137,256-65.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 12.63% | 38.48%-25.8pp | 31.81%-19.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,070 | $2,725-24.1% | $2,279-9.2% | $4,156-50.2% |
| Participant deferral / active EE | $2,557 | $4,640-44.9% | $4,048-36.8% | $6,407-60.1% |
| Admin fee / account holder | $340 | $10,129-96.6% | $8,703-96.1% | $12,270-97.2% |