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 | $228,081 | $112,729+102.3% | $98,716+131.0% | $137,256+66.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 11.33% | 38.48%-27.2pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,336 | $2,725-51.0% | $2,279-41.4% | $4,156-67.9% |
| Participant deferral / active EE | $9,592 | $4,640+106.7% | $4,048+137.0% | $6,407+49.7% |
| Admin fee / account holder | $2,616 | $10,129-74.2% | $8,703-69.9% | $12,270-78.7% |