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 | $51,903 | $97,125-46.6% | $86,233-39.8% | $137,256-62.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.11% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,358 | $2,841-52.2% | $2,504-45.8% | $4,156-67.3% |
| Participant deferral / active EE | $1,358 | $5,180-73.8% | $4,559-70.2% | $6,407-78.8% |
| Admin fee / account holder | $4,143 | $9,725-57.4% | $8,342-50.3% | $12,270-66.2% |