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 | $73,178 | $159,934-54.2% | $147,005-50.2% | $145,959-49.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.97% | 98.24%-74.3pp | 418.76%-394.8pp | 561.95%-538.0pp |
| Employer contribution / active EE | $4,655 | $5,287-12.0% | $4,934-5.7% | $4,661-0.1% |
| Participant deferral / active EE | $15,247 | $8,427+80.9% | $8,070+88.9% | $6,689+128.0% |
| Admin fee / account holder | $34,375 | $15,053+128.4% | $13,006+164.3% | $13,398+156.6% |