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 | $32,178 | $76,407-57.9% | $150,298-78.6% | $82,448-61.0% |
| Participation rate | 93.2% | 66.4%+26.8pp | 77.8%+15.4pp | 68.1%+25.1pp |
| Annual return | 50.89% | 39.99%+10.9pp | 62.79%-11.9pp | 41.64%+9.3pp |
| Employer contribution / active EE | $1,263 | $2,614-51.7% | $4,154-69.6% | $2,551-50.5% |
| Participant deferral / active EE | $3,944 | $3,214+22.7% | $5,453-27.7% | $4,139-4.7% |
| Admin fee / account holder | $782 | $6,352-87.7% | $14,116-94.5% | $7,234-89.2% |