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 | $175,705 | $100,970+74.0% | $96,576+81.9% | $137,256+28.0% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 16.94% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $8,038 | $3,809+111.0% | $3,553+126.2% | $4,156+93.4% |
| Participant deferral / active EE | $12,045 | $8,286+45.4% | $7,956+51.4% | $6,407+88.0% |
| Admin fee / account holder | $2,414 | $11,312-78.7% | $11,381-78.8% | $12,270-80.3% |