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 | $30,144 | $172,111-82.5% | $150,298-79.9% | $137,256-78.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 24.07% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,600 | $4,636-43.9% | $4,154-37.4% | $4,156-37.4% |
| Participant deferral / active EE | $5,596 | $6,166-9.2% | $5,453+2.6% | $6,407-12.7% |
| Admin fee / account holder | $636 | $16,471-96.1% | $14,116-95.5% | $12,270-94.8% |