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 3-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 | $53,420 | $210,698-74.6% | $178,014-70.0% | $145,959-63.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.66% | 386.27%-372.6pp | 294.80%-281.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,639 | $4,567-20.3% | $3,950-7.9% | $4,661-21.9% |
| Participant deferral / active EE | $8,318 | $6,958+19.5% | $6,276+32.5% | $6,689+24.4% |
| Admin fee / account holder | $1,333 | $12,016-88.9% | $10,362-87.1% | $13,398-90.1% |