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 3-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 | $26,248 | $172,111-84.7% | $150,298-82.5% | $137,256-80.9% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 58.79% | 69.37%-10.6pp | 62.79%-4.0pp | 220.34%-161.5pp |
| Employer contribution / active EE | $4,175 | $4,636-9.9% | $4,154+0.5% | $4,156+0.5% |
| Participant deferral / active EE | $6,688 | $6,166+8.5% | $5,453+22.7% | $6,407+4.4% |
| Admin fee / account holder | $734 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |