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 3-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 | $153,836 | $112,729+36.5% | $98,716+55.8% | $137,256+12.1% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.3%+23.0pp | 80.0%+12.3pp |
| Annual return | 11.05% | 38.48%-27.4pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $5,045 | $2,725+85.1% | $2,279+121.4% | $4,156+21.4% |
| Participant deferral / active EE | $1,295 | $4,640-72.1% | $4,048-68.0% | $6,407-79.8% |
| Admin fee / account holder | $21,538 | $10,129+112.6% | $8,703+147.5% | $12,270+75.5% |