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 | $75,037 | $123,982-39.5% | $69,701+7.7% | $145,959-48.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 9.57% | 191.01%-181.4pp | 100.32%-90.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,995 | $2,681-25.6% | $1,713+16.5% | $4,661-57.2% |
| Participant deferral / active EE | $19,322 | $4,236+356.1% | $2,887+569.3% | $6,689+188.9% |
| Admin fee / account holder | $564 | $7,867-92.8% | $4,717-88.0% | $13,398-95.8% |