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 6-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 | $34,779 | $209,336-83.4% | $197,124-82.4% | $137,256-74.7% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 21.10% | 48.09%-27.0pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,188 | $6,591-66.8% | $6,227-64.9% | $4,156-47.4% |
| Participant deferral / active EE | $6,020 | $9,614-37.4% | $9,135-34.1% | $6,407-6.0% |
| Admin fee / account holder | $2,115 | $17,308-87.8% | $16,298-87.0% | $12,270-82.8% |