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 3-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 | $14,917 | $100,970-85.2% | $96,576-84.6% | $137,256-89.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 33.66% | 38.16%-4.5pp | 38.47%-4.8pp | 220.34%-186.7pp |
| Employer contribution / active EE | $7,319 | $3,809+92.2% | $3,553+106.0% | $4,156+76.1% |
| Participant deferral / active EE | $10,162 | $8,286+22.6% | $7,956+27.7% | $6,407+58.6% |
| Admin fee / account holder | $9,207 | $11,312-18.6% | $11,381-19.1% | $12,270-25.0% |