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 | $73,593 | $209,336-64.8% | $197,124-62.7% | $137,256-46.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.39% | 48.09%-27.7pp | 44.34%-24.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $5,105 | $6,591-22.5% | $6,227-18.0% | $4,156+22.8% |
| Participant deferral / active EE | $10,269 | $9,614+6.8% | $9,135+12.4% | $6,407+60.3% |
| Admin fee / account holder | $312 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |