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 7-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 | $85,854 | $76,407+12.4% | $150,298-42.9% | $82,448+4.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.10% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,844 | $2,614+161.8% | $4,154+64.8% | $2,551+168.3% |
| Participant deferral / active EE | $5,391 | $3,214+67.7% | $5,453-1.1% | $4,139+30.2% |
| Admin fee / account holder | $408 | $6,352-93.6% | $14,116-97.1% | $7,234-94.4% |