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 | $42,760 | $106,749-59.9% | $145,433-70.6% | $82,448-48.1% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 27.22% | 27.59%-0.4pp | 66.58%-39.4pp | 41.64%-14.4pp |
| Employer contribution / active EE | $4,447 | $3,444+29.1% | $4,554-2.4% | $2,551+74.3% |
| Participant deferral / active EE | $8,202 | $6,519+25.8% | $7,897+3.9% | $4,139+98.2% |
| Admin fee / account holder | $3,199 | $8,390-61.9% | $13,129-75.6% | $7,234-55.8% |