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 | $35,902 | $72,071-50.2% | $68,368-47.5% | $137,256-73.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 21.40% | 353.14%-331.7pp | 292.57%-271.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,100 | $2,788-24.7% | $2,649-20.7% | $4,156-49.5% |
| Participant deferral / active EE | $5,097 | $4,410+15.6% | $4,123+23.6% | $6,407-20.4% |
| Admin fee / account holder | $2,783 | $5,336-47.8% | $5,150-46.0% | $12,270-77.3% |