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 5-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 | $48,825 | $178,174-72.6% | $156,181-68.7% | $137,256-64.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.71% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,533 | $4,972-69.2% | $4,294-64.3% | $4,156-63.1% |
| Participant deferral / active EE | $6,415 | $6,888-6.9% | $6,132+4.6% | $6,407+0.1% |
| Admin fee / account holder | $960 | $17,404-94.5% | $14,586-93.4% | $12,270-92.2% |