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 | $84,345 | $154,228-45.3% | $145,433-42.0% | $137,256-38.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 49.22% | 74.59%-25.4pp | 66.58%-17.4pp | 220.34%-171.1pp |
| Employer contribution / active EE | $7,425 | $4,804+54.6% | $4,554+63.0% | $4,156+78.7% |
| Participant deferral / active EE | $19,653 | $8,216+139.2% | $7,897+148.8% | $6,407+206.7% |
| Admin fee / account holder | $14,781 | $14,344+3.0% | $13,129+12.6% | $12,270+20.5% |