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 9-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 | $50,986 | $154,228-66.9% | $145,433-64.9% | $137,256-62.9% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 29.26% | 74.59%-45.3pp | 66.58%-37.3pp | 220.34%-191.1pp |
| Employer contribution / active EE | $2,972 | $4,804-38.1% | $4,554-34.7% | $4,156-28.5% |
| Participant deferral / active EE | $5,771 | $8,216-29.8% | $7,897-26.9% | $6,407-9.9% |
| Admin fee / account holder | $1,022 | $14,344-92.9% | $13,129-92.2% | $12,270-91.7% |