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 | $47,186 | $106,749-55.8% | $145,433-67.6% | $82,448-42.8% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 26.97% | 27.59%-0.6pp | 66.58%-39.6pp | 41.64%-14.7pp |
| Employer contribution / active EE | $3,208 | $3,444-6.9% | $4,554-29.6% | $2,551+25.8% |
| Participant deferral / active EE | $8,851 | $6,519+35.8% | $7,897+12.1% | $4,139+113.8% |
| Admin fee / account holder | $555 | $8,390-93.4% | $13,129-95.8% | $7,234-92.3% |