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 | $106,673 | $106,749-0.1% | $145,433-26.7% | $82,448+29.4% |
| Participation rate | 79.4% | 75.6%+3.8pp | 82.1%-2.7pp | 68.1%+11.3pp |
| Annual return | 18.50% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,962 | $3,444-43.0% | $4,554-56.9% | $2,551-23.1% |
| Participant deferral / active EE | $11,575 | $6,519+77.6% | $7,897+46.6% | $4,139+179.6% |
| Admin fee / account holder | $16,401 | $8,390+95.5% | $13,129+24.9% | $7,234+126.7% |