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 | $69,111 | $111,814-38.2% | $103,374-33.1% | $145,959-52.7% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 14.41% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,714 | $4,214-35.6% | $3,869-29.8% | $4,661-41.8% |
| Participant deferral / active EE | $5,268 | $5,618-6.2% | $5,058+4.2% | $6,689-21.2% |
| Admin fee / account holder | $368 | $9,754-96.2% | $8,394-95.6% | $13,398-97.3% |