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 | $53,012 | $183,592-71.1% | $155,567-65.9% | $145,959-63.7% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 13.06% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $9,043 | $5,315+70.1% | $4,674+93.5% | $4,661+94.0% |
| Participant deferral / active EE | $6,761 | $6,464+4.6% | $5,628+20.1% | $6,689+1.1% |
| Admin fee / account holder | $2,293 | $19,318-88.1% | $15,916-85.6% | $13,398-82.9% |