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 | $45,899 | $111,814-59.0% | $103,374-55.6% | $145,959-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 24.77%-7.4pp | 24.89%-7.6pp | 561.95%-544.6pp |
| Employer contribution / active EE | $1,559 | $4,214-63.0% | $3,869-59.7% | $4,661-66.6% |
| Participant deferral / active EE | $3,889 | $5,618-30.8% | $5,058-23.1% | $6,689-41.8% |
| Admin fee / account holder | $320 | $9,754-96.7% | $8,394-96.2% | $13,398-97.6% |