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 5-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 | $51,643 | $172,111-70.0% | $150,298-65.6% | $137,256-62.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.42% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,786 | $4,636-18.3% | $4,154-8.9% | $4,156-8.9% |
| Participant deferral / active EE | $6,694 | $6,166+8.6% | $5,453+22.8% | $6,407+4.5% |
| Admin fee / account holder | $8,638 | $16,471-47.6% | $14,116-38.8% | $12,270-29.6% |