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 4-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 | $33,027 | $178,174-81.5% | $156,181-78.9% | $137,256-75.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.11% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,893 | $4,972-1.6% | $4,294+13.9% | $4,156+17.7% |
| Participant deferral / active EE | $7,886 | $6,888+14.5% | $6,132+28.6% | $6,407+23.1% |
| Admin fee / account holder | $3,145 | $17,404-81.9% | $14,586-78.4% | $12,270-74.4% |