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 10-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 | $50,035 | $201,259-75.1% | $184,200-72.8% | $145,959-65.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.79% | 28.98%-17.2pp | 28.80%-17.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $3,054 | $7,018-56.5% | $6,424-52.5% | $4,661-34.5% |
| Participant deferral / active EE | $12,040 | $9,806+22.8% | $9,132+31.8% | $6,689+80.0% |
| Admin fee / account holder | $1,147 | $16,372-93.0% | $13,907-91.8% | $13,398-91.4% |