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 | $72,319 | $154,228-53.1% | $145,433-50.3% | $137,256-47.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.26% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,020 | $4,804+25.3% | $4,554+32.2% | $4,156+44.9% |
| Participant deferral / active EE | $19,390 | $8,216+136.0% | $7,897+145.5% | $6,407+202.7% |
| Admin fee / account holder | $457 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |