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 4-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 | $27,759 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 19.82% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,208 | $4,804-74.9% | $4,554-73.5% | $4,156-70.9% |
| Participant deferral / active EE | $3,080 | $8,216-62.5% | $7,897-61.0% | $6,407-51.9% |
| Admin fee / account holder | $529 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |