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 4-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 | $30,904 | $87,166-64.5% | $76,735-59.7% | $137,256-77.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.64% | 26.50%-6.9pp | 29.77%-10.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,077 | $2,904-28.5% | $2,454-15.4% | $4,156-50.0% |
| Participant deferral / active EE | $5,182 | $4,726+9.7% | $4,088+26.8% | $6,407-19.1% |
| Admin fee / account holder | $588 | $8,403-93.0% | $7,189-91.8% | $12,270-95.2% |