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 | $84,700 | $178,174-52.5% | $156,181-45.8% | $137,256-38.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.18% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,023 | $4,972-59.3% | $4,294-52.9% | $4,156-51.3% |
| Participant deferral / active EE | $12,371 | $6,888+79.6% | $6,132+101.7% | $6,407+93.1% |
| Admin fee / account holder | $503 | $17,404-97.1% | $14,586-96.5% | $12,270-95.9% |