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 4-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 | $39,399 | $124,425-68.3% | $112,040-64.8% | $137,256-71.3% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 22.81% | 24.72%-1.9pp | 24.52%-1.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,521 | $3,411-26.1% | $2,954-14.6% | $4,156-39.3% |
| Participant deferral / active EE | $10,615 | $5,718+85.6% | $5,098+108.2% | $6,407+65.7% |
| Admin fee / account holder | $502 | $15,207-96.7% | $12,098-95.9% | $12,270-95.9% |