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 | $80,282 | $154,228-47.9% | $145,433-44.8% | $137,256-41.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.63% | 74.59%-42.0pp | 66.58%-33.9pp | 220.34%-187.7pp |
| Employer contribution / active EE | $6,000 | $4,804+24.9% | $4,554+31.7% | $4,156+44.4% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $346 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |