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 10-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 | $50,579 | $154,228-67.2% | $145,433-65.2% | $137,256-63.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.77% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,282 | $4,804-52.5% | $4,554-49.9% | $4,156-45.1% |
| Participant deferral / active EE | $3,613 | $8,216-56.0% | $7,897-54.3% | $6,407-43.6% |
| Admin fee / account holder | $401 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |