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 | $46,873 | $154,228-69.6% | $145,433-67.8% | $137,256-65.8% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 22.02% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,779 | $4,804-21.3% | $4,554-17.0% | $4,156-9.1% |
| Participant deferral / active EE | $7,211 | $8,216-12.2% | $7,897-8.7% | $6,407+12.5% |
| Admin fee / account holder | $747 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |