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 | $56,899 | $87,166-34.7% | $76,735-25.8% | $137,256-58.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.76% | 26.50%-11.7pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,621 | $2,904+24.7% | $2,454+47.5% | $4,156-12.9% |
| Participant deferral / active EE | $16,025 | $4,726+239.1% | $4,088+292.0% | $6,407+150.1% |
| Admin fee / account holder | $459 | $8,403-94.5% | $7,189-93.6% | $12,270-96.3% |