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 | $48,227 | $146,267-67.0% | $197,124-75.5% | $82,448-41.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 86.7%+6.6pp | 68.1%+25.3pp |
| Annual return | 16.42% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $6,485 | $4,723+37.3% | $6,227+4.1% | $2,551+154.2% |
| Participant deferral / active EE | $9,238 | $7,035+31.3% | $9,135+1.1% | $4,139+123.2% |
| Admin fee / account holder | $1,834 | $14,422-87.3% | $16,298-88.8% | $7,234-74.7% |