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 | $39,244 | $154,228-74.6% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 58.10% | 74.59%-16.5pp | 66.58%-8.5pp | 220.34%-162.2pp |
| Employer contribution / active EE | $6,063 | $4,804+26.2% | $4,554+33.1% | $4,156+45.9% |
| Participant deferral / active EE | $9,348 | $8,216+13.8% | $7,897+18.4% | $6,407+45.9% |
| Admin fee / account holder | $7,352 | $14,344-48.7% | $13,129-44.0% | $12,270-40.1% |