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 3-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 | $111,457 | $88,672+25.7% | $105,223+5.9% | $82,448+35.2% |
| Participation rate | 78.4% | 67.9%+10.5pp | 75.0%+3.3pp | 68.1%+10.3pp |
| Annual return | 14.61% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $4,142 | $3,048+35.9% | $3,689+12.3% | $2,551+62.4% |
| Participant deferral / active EE | $7,434 | $4,036+84.2% | $5,072+46.6% | $4,139+79.6% |
| Admin fee / account holder | $1,286 | $7,146-82.0% | $8,859-85.5% | $7,234-82.2% |