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 | $30,329 | $102,245-70.3% | $89,340-66.1% | $137,256-77.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.68% | 21.89%-3.2pp | 20.57%-1.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,969 | $2,529+17.4% | $2,231+33.1% | $4,156-28.6% |
| Participant deferral / active EE | $7,669 | $4,436+72.9% | $3,823+100.6% | $6,407+19.7% |
| Admin fee / account holder | $942 | $8,085-88.3% | $6,704-85.9% | $12,270-92.3% |