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 7-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 | $26,032 | $97,125-73.2% | $86,233-69.8% | $137,256-81.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 21.88% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $9,091 | $2,841+220.0% | $2,504+263.0% | $4,156+118.7% |
| Participant deferral / active EE | $3,302 | $5,180-36.3% | $4,559-27.6% | $6,407-48.5% |
| Admin fee / account holder | $1,137 | $9,725-88.3% | $8,342-86.4% | $12,270-90.7% |