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 | $40,497 | $178,174-77.3% | $156,181-74.1% | $137,256-70.5% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.8%+9.4pp | 80.0%+8.3pp |
| Annual return | 23.03% | 84.19%-61.2pp | 64.87%-41.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,420 | $4,972-51.3% | $4,294-43.6% | $4,156-41.8% |
| Participant deferral / active EE | $4,285 | $6,888-37.8% | $6,132-30.1% | $6,407-33.1% |
| Admin fee / account holder | $1,149 | $17,404-93.4% | $14,586-92.1% | $12,270-90.6% |