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 | $35,016 | $106,749-67.2% | $145,433-75.9% | $82,448-57.5% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 101.31% | 27.59%+73.7pp | 66.58%+34.7pp | 41.64%+59.7pp |
| Employer contribution / active EE | $4,608 | $3,444+33.8% | $4,554+1.2% | $2,551+80.6% |
| Participant deferral / active EE | $7,174 | $6,519+10.1% | $7,897-9.2% | $4,139+73.3% |
| Admin fee / account holder | $1,220 | $8,390-85.5% | $13,129-90.7% | $7,234-83.1% |