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 | $41,546 | $178,174-76.7% | $156,181-73.4% | $137,256-69.7% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 18.74% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,060 | $4,972-38.5% | $4,294-28.7% | $4,156-26.4% |
| Participant deferral / active EE | $5,165 | $6,888-25.0% | $6,132-15.8% | $6,407-19.4% |
| Admin fee / account holder | $2,734 | $17,404-84.3% | $14,586-81.3% | $12,270-77.7% |