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 9-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 | $59,505 | $106,749-44.3% | $145,433-59.1% | $82,448-27.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.47% | 27.59%-5.1pp | 66.58%-44.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,942 | $3,444-43.6% | $4,554-57.4% | $2,551-23.9% |
| Participant deferral / active EE | $7,139 | $6,519+9.5% | $7,897-9.6% | $4,139+72.5% |
| Admin fee / account holder | $456 | $8,390-94.6% | $13,129-96.5% | $7,234-93.7% |