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 | $154,577 | $111,814+38.2% | $103,374+49.5% | $145,959+5.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $5,705 | $4,214+35.4% | $3,869+47.4% | $4,661+22.4% |
| Participant deferral / active EE | $8,799 | $5,618+56.6% | $5,058+74.0% | $6,689+31.6% |
| Admin fee / account holder | $1,311 | $9,754-86.6% | $8,394-84.4% | $13,398-90.2% |