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 5-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 | $97,002 | $201,259-51.8% | $184,200-47.3% | $145,959-33.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 28.98%-11.4pp | 28.80%-11.3pp | 561.95%-544.4pp |
| Employer contribution / active EE | $4,055 | $7,018-42.2% | $6,424-36.9% | $4,661-13.0% |
| Participant deferral / active EE | $17,660 | $9,806+80.1% | $9,132+93.4% | $6,689+164.0% |
| Admin fee / account holder | $482 | $16,372-97.1% | $13,907-96.5% | $13,398-96.4% |