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 3-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 | $22,036 | $178,174-87.6% | $156,181-85.9% | $137,256-83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.18% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,492 | $4,972-29.8% | $4,294-18.7% | $4,156-16.0% |
| Participant deferral / active EE | $7,299 | $6,888+6.0% | $6,132+19.0% | $6,407+13.9% |
| Admin fee / account holder | $2,470 | $17,404-85.8% | $14,586-83.1% | $12,270-79.9% |