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 8-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 | $40,724 | $88,087-53.8% | $164,866-75.3% | $74,546-45.4% |
| Participation rate | 95.0% | 73.1%+21.9pp | 78.6%+16.4pp | 67.2%+27.7pp |
| Annual return | 22.98% | 17.27%+5.7pp | 69.97%-47.0pp | 1366.03%-1343.1pp |
| Employer contribution / active EE | $5,803 | $2,595+123.6% | $4,343+33.6% | $2,624+121.1% |
| Participant deferral / active EE | $11,605 | $4,499+157.9% | $6,033+92.4% | $4,347+166.9% |
| Admin fee / account holder | $3,672 | $2,232+64.5% | $12,689-71.1% | $1,944+88.9% |