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 | $47,740 | $100,970-52.7% | $96,576-50.6% | $137,256-65.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.96% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,730 | $3,809+24.2% | $3,553+33.1% | $4,156+13.8% |
| Participant deferral / active EE | $5,033 | $8,286-39.3% | $7,956-36.7% | $6,407-21.4% |
| Admin fee / account holder | $658 | $11,312-94.2% | $11,381-94.2% | $12,270-94.6% |