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 | $32,942 | $95,453-65.5% | $112,040-70.6% | $82,448-60.0% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.5%+5.7pp | 68.1%+14.1pp |
| Annual return | 20.78% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,291 | $2,318+42.0% | $2,954+11.4% | $2,551+29.0% |
| Participant deferral / active EE | $6,664 | $4,224+57.8% | $5,098+30.7% | $4,139+61.0% |
| Admin fee / account holder | $1,765 | $9,013-80.4% | $12,098-85.4% | $7,234-75.6% |