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 | $45,870 | $209,336-78.1% | $197,124-76.7% | $137,256-66.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.89% | 48.09%-24.2pp | 44.34%-20.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,641 | $6,591-44.8% | $6,227-41.5% | $4,156-12.4% |
| Participant deferral / active EE | $7,274 | $9,614-24.3% | $9,135-20.4% | $6,407+13.5% |
| Admin fee / account holder | $350 | $17,308-98.0% | $16,298-97.9% | $12,270-97.1% |