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 | $31,260 | $172,111-81.8% | $150,298-79.2% | $137,256-77.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.22% | 69.37%-39.2pp | 62.79%-32.6pp | 220.34%-190.1pp |
| Employer contribution / active EE | $1,024 | $4,636-77.9% | $4,154-75.4% | $4,156-75.4% |
| Participant deferral / active EE | $11,174 | $6,166+81.2% | $5,453+104.9% | $6,407+74.4% |
| Admin fee / account holder | $400 | $16,471-97.6% | $14,116-97.2% | $12,270-96.7% |