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 8-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 | $38,780 | $112,729-65.6% | $98,716-60.7% | $137,256-71.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 16.54% | 38.48%-21.9pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,312 | $2,725-15.2% | $2,279+1.5% | $4,156-44.4% |
| Participant deferral / active EE | $3,471 | $4,640-25.2% | $4,048-14.2% | $6,407-45.8% |
| Admin fee / account holder | $3,412 | $10,129-66.3% | $8,703-60.8% | $12,270-72.2% |