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 | $47,802 | $154,228-69.0% | $145,433-67.1% | $137,256-65.2% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 17.89% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,513 | $4,804-68.5% | $4,554-66.8% | $4,156-63.6% |
| Participant deferral / active EE | $2,707 | $8,216-67.1% | $7,897-65.7% | $6,407-57.8% |
| Admin fee / account holder | $4,250 | $14,344-70.4% | $13,129-67.6% | $12,270-65.4% |