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 | $65,880 | $172,111-61.7% | $150,298-56.2% | $137,256-52.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.02% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $9,830 | $4,636+112.0% | $4,154+136.6% | $4,156+136.5% |
| Participant deferral / active EE | $6,705 | $6,166+8.7% | $5,453+23.0% | $6,407+4.6% |
| Admin fee / account holder | $1,596 | $16,471-90.3% | $14,116-88.7% | $12,270-87.0% |