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 10-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 | $123,069 | $87,166+41.2% | $76,735+60.4% | $137,256-10.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.66% | 26.50%-9.8pp | 29.77%-13.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $8,284 | $2,904+185.2% | $2,454+237.6% | $4,156+99.3% |
| Participant deferral / active EE | $12,783 | $4,726+170.5% | $4,088+212.7% | $6,407+99.5% |
| Admin fee / account holder | $10,302 | $8,403+22.6% | $7,189+43.3% | $12,270-16.0% |