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 | $34,564 | $209,336-83.5% | $197,124-82.5% | $137,256-74.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 81.74% | 48.09%+33.7pp | 44.34%+37.4pp | 220.34%-138.6pp |
| Employer contribution / active EE | $3,965 | $6,591-39.8% | $6,227-36.3% | $4,156-4.6% |
| Participant deferral / active EE | $4,565 | $9,614-52.5% | $9,135-50.0% | $6,407-28.8% |
| Admin fee / account holder | $1,249 | $17,308-92.8% | $16,298-92.3% | $12,270-89.8% |