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 | $25,603 | $78,520-67.4% | $96,576-73.5% | $82,448-68.9% |
| Participation rate | 88.2% | 77.7%+10.5pp | 81.4%+6.8pp | 68.1%+20.2pp |
| Annual return | 36.91% | 41.30%-4.4pp | 38.47%-1.6pp | 41.64%-4.7pp |
| Employer contribution / active EE | $4,830 | $2,630+83.7% | $3,553+35.9% | $2,551+89.4% |
| Participant deferral / active EE | $8,032 | $6,754+18.9% | $7,956+0.9% | $4,139+94.0% |
| Admin fee / account holder | $3,516 | $13,455-73.9% | $11,381-69.1% | $7,234-51.4% |