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 | $53,730 | $94,031-42.9% | $115,768-53.6% | $82,448-34.8% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.4%+19.4pp | 68.1%+25.7pp |
| Annual return | 24.31% | 20.61%+3.7pp | 100.46%-76.2pp | 41.64%-17.3pp |
| Employer contribution / active EE | $5,590 | $2,323+140.6% | $2,940+90.2% | $2,551+119.1% |
| Participant deferral / active EE | $11,360 | $3,972+186.0% | $4,917+131.0% | $4,139+174.4% |
| Admin fee / account holder | $3,907 | $10,249-61.9% | $12,439-68.6% | $7,234-46.0% |