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 | $46,366 | $178,174-74.0% | $156,181-70.3% | $137,256-66.2% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.8%+5.8pp | 80.0%+4.7pp |
| Annual return | 17.34% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,346 | $4,972-72.9% | $4,294-68.6% | $4,156-67.6% |
| Participant deferral / active EE | $3,397 | $6,888-50.7% | $6,132-44.6% | $6,407-47.0% |
| Admin fee / account holder | $504 | $17,404-97.1% | $14,586-96.5% | $12,270-95.9% |