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 | $53,549 | $201,259-73.4% | $184,200-70.9% | $145,959-63.3% |
| Participation rate | 93.8% | 87.5%+6.2pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 22.64% | 28.98%-6.3pp | 28.80%-6.2pp | 561.95%-539.3pp |
| Employer contribution / active EE | $4,617 | $7,018-34.2% | $6,424-28.1% | $4,661-0.9% |
| Participant deferral / active EE | $13,960 | $9,806+42.4% | $9,132+52.9% | $6,689+108.7% |
| Admin fee / account holder | $835 | $16,372-94.9% | $13,907-94.0% | $13,398-93.8% |