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 8-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 | $76,365 | $178,174-57.1% | $156,181-51.1% | $137,256-44.4% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 18.54% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,599 | $4,972-67.8% | $4,294-62.8% | $4,156-61.5% |
| Participant deferral / active EE | $8,558 | $6,888+24.2% | $6,132+39.6% | $6,407+33.6% |
| Admin fee / account holder | $1,468 | $17,404-91.6% | $14,586-89.9% | $12,270-88.0% |