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 6-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 | $29,675 | $172,111-82.8% | $150,298-80.3% | $137,256-78.4% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 15.62% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,564 | $4,636-66.3% | $4,154-62.4% | $4,156-62.4% |
| Participant deferral / active EE | $3,651 | $6,166-40.8% | $5,453-33.0% | $6,407-43.0% |
| Admin fee / account holder | $451 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |