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 6-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 | $15,211 | $97,125-84.3% | $86,233-82.4% | $137,256-88.9% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.0%+26.0pp | 80.0%+15.0pp |
| Annual return | 14.43% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,295 | $2,841-19.2% | $2,504-8.4% | $4,156-44.8% |
| Participant deferral / active EE | $3,799 | $5,180-26.7% | $4,559-16.7% | $6,407-40.7% |
| Admin fee / account holder | $1,452 | $9,725-85.1% | $8,342-82.6% | $12,270-88.2% |