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 8-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 | $80,934 | $111,814-27.6% | $103,374-21.7% | $145,959-44.6% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 15.28% | 24.77%-9.5pp | 24.89%-9.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $5,188 | $4,214+23.1% | $3,869+34.1% | $4,661+11.3% |
| Participant deferral / active EE | $9,029 | $5,618+60.7% | $5,058+78.5% | $6,689+35.0% |
| Admin fee / account holder | $999 | $9,754-89.8% | $8,394-88.1% | $13,398-92.5% |