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 | $57,215 | $95,453-40.1% | $112,040-48.9% | $82,448-30.6% |
| Participation rate | 92.2% | 72.8%+19.4pp | 76.5%+15.7pp | 68.1%+24.1pp |
| Annual return | 22.87% | 23.92%-1.0pp | 24.52%-1.6pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,621 | $2,318-30.1% | $2,954-45.1% | $2,551-36.4% |
| Participant deferral / active EE | $9,617 | $4,224+127.7% | $5,098+88.6% | $4,139+132.3% |
| Admin fee / account holder | $14,265 | $9,013+58.3% | $12,098+17.9% | $7,234+97.2% |