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 5-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 | $82,816 | $76,407+8.4% | $150,298-44.9% | $82,448+0.4% |
| Participation rate | 80.4% | 66.4%+14.0pp | 77.8%+2.7pp | 68.1%+12.4pp |
| Annual return | 20.06% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,729 | $2,614-33.8% | $4,154-58.4% | $2,551-32.2% |
| Participant deferral / active EE | $5,609 | $3,214+74.5% | $5,453+2.9% | $4,139+35.5% |
| Admin fee / account holder | $3,267 | $6,352-48.6% | $14,116-76.9% | $7,234-54.8% |