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 | $44,036 | $76,407-42.4% | $150,298-70.7% | $82,448-46.6% |
| Participation rate | 94.5% | 66.4%+28.1pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 42.71% | 39.99%+2.7pp | 62.79%-20.1pp | 41.64%+1.1pp |
| Employer contribution / active EE | $4,433 | $2,614+69.6% | $4,154+6.7% | $2,551+73.8% |
| Participant deferral / active EE | $6,456 | $3,214+100.9% | $5,453+18.4% | $4,139+56.0% |
| Admin fee / account holder | $1,096 | $6,352-82.7% | $14,116-92.2% | $7,234-84.8% |