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 5-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 | $39,146 | $154,228-74.6% | $145,433-73.1% | $137,256-71.5% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 21.83% | 74.59%-52.8pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,973 | $4,804-58.9% | $4,554-56.7% | $4,156-52.5% |
| Participant deferral / active EE | $4,305 | $8,216-47.6% | $7,897-45.5% | $6,407-32.8% |
| Admin fee / account holder | $3,647 | $14,344-74.6% | $13,129-72.2% | $12,270-70.3% |