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 9-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 | $27,925 | $209,336-86.7% | $197,124-85.8% | $137,256-79.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.60% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,680 | $6,591-59.3% | $6,227-57.0% | $4,156-35.5% |
| Participant deferral / active EE | $5,257 | $9,614-45.3% | $9,135-42.5% | $6,407-18.0% |
| Admin fee / account holder | $1,670 | $17,308-90.3% | $16,298-89.8% | $12,270-86.4% |