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 | $131,725 | $102,245+28.8% | $89,340+47.4% | $137,256-4.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.72% | 21.89%+2.8pp | 20.57%+4.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $16,127 | $2,529+537.7% | $2,231+622.8% | $4,156+288.0% |
| Participant deferral / active EE | $21,102 | $4,436+375.7% | $3,823+452.0% | $6,407+229.4% |
| Admin fee / account holder | $4,366 | $8,085-46.0% | $6,704-34.9% | $12,270-64.4% |