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 5-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 | $41,431 | $154,228-73.1% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 21.83% | 74.59%-52.8pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,575 | $4,804-25.6% | $4,554-21.5% | $4,156-14.0% |
| Participant deferral / active EE | $9,706 | $8,216+18.1% | $7,897+22.9% | $6,407+51.5% |
| Admin fee / account holder | $1,272 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |