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 7-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 | $23,133 | $132,634-82.6% | $115,768-80.0% | $137,256-83.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.91% | 160.70%-142.8pp | 100.46%-82.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,556 | $3,360-53.7% | $2,940-47.1% | $4,156-62.6% |
| Participant deferral / active EE | $2,813 | $5,619-49.9% | $4,917-42.8% | $6,407-56.1% |
| Admin fee / account holder | $733 | $15,028-95.1% | $12,439-94.1% | $12,270-94.0% |