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 | $36,176 | $100,970-64.2% | $96,576-62.5% | $137,256-73.6% |
| Participation rate | 89.5% | 82.6%+6.9pp | 81.4%+8.0pp | 80.0%+9.5pp |
| Annual return | 46.01% | 38.16%+7.9pp | 38.47%+7.5pp | 220.34%-174.3pp |
| Employer contribution / active EE | $4,782 | $3,809+25.5% | $3,553+34.6% | $4,156+15.1% |
| Participant deferral / active EE | $10,257 | $8,286+23.8% | $7,956+28.9% | $6,407+60.1% |
| Admin fee / account holder | $4,641 | $11,312-59.0% | $11,381-59.2% | $12,270-62.2% |