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 | $181,817 | $97,125+87.2% | $86,233+110.8% | $137,256+32.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.53% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $20,000 | $2,841+603.9% | $2,504+698.6% | $4,156+381.2% |
| Participant deferral / active EE | $17,175 | $5,180+231.6% | $4,559+276.7% | $6,407+168.1% |
| Admin fee / account holder | $1,485 | $9,725-84.7% | $8,342-82.2% | $12,270-87.9% |