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 6-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 | $12,427 | $111,535-88.9% | $105,223-88.2% | $137,256-90.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 29.14% | 237.85%-208.7pp | 180.65%-151.5pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,106 | $3,939-71.9% | $3,689-70.0% | $4,156-73.4% |
| Participant deferral / active EE | $1,992 | $5,500-63.8% | $5,072-60.7% | $6,407-68.9% |
| Admin fee / account holder | $849 | $9,721-91.3% | $8,859-90.4% | $12,270-93.1% |