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 | $39,734 | $97,125-59.1% | $86,233-53.9% | $137,256-71.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.50% | 74.19%-61.7pp | 61.39%-48.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,882 | $2,841+36.6% | $2,504+55.0% | $4,156-6.6% |
| Participant deferral / active EE | $22,652 | $5,180+337.3% | $4,559+396.9% | $6,407+253.6% |
| Admin fee / account holder | $3,626 | $9,725-62.7% | $8,342-56.5% | $12,270-70.4% |