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 | $32,882 | $172,111-80.9% | $150,298-78.1% | $137,256-76.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.66% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,300 | $4,636-7.3% | $4,154+3.5% | $4,156+3.5% |
| Participant deferral / active EE | $6,394 | $6,166+3.7% | $5,453+17.3% | $6,407-0.2% |
| Admin fee / account holder | $2,162 | $16,471-86.9% | $14,116-84.7% | $12,270-82.4% |