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 8-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 | $46,834 | $101,618-53.9% | $93,063-49.7% | $137,256-65.9% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 18.55% | 223.95%-205.4pp | 34.15%-15.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,990 | $2,707+10.4% | $2,476+20.7% | $4,156-28.1% |
| Participant deferral / active EE | $7,901 | $4,279+84.6% | $3,958+99.6% | $6,407+23.3% |
| Admin fee / account holder | $311 | $6,198-95.0% | $6,033-94.8% | $12,270-97.5% |