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 | $58,419 | $100,970-42.1% | $96,576-39.5% | $137,256-57.4% |
| Participation rate | 81.0% | 82.6%-1.7pp | 81.4%-0.5pp | 80.0%+1.0pp |
| Annual return | 18.86% | 38.16%-19.3pp | 38.47%-19.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,685 | $3,809-3.3% | $3,553+3.7% | $4,156-11.3% |
| Participant deferral / active EE | $8,469 | $8,286+2.2% | $7,956+6.4% | $6,407+32.2% |
| Admin fee / account holder | $1,353 | $11,312-88.0% | $11,381-88.1% | $12,270-89.0% |