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 10-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 | $85,325 | $81,233+5.0% | $155,567-45.2% | $80,874+5.5% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.6pp |
| Annual return | 11.25% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $11,521 | $3,101+271.6% | $4,674+146.5% | $2,756+318.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $51,889 | $7,998+548.8% | $15,916+226.0% | $6,935+648.2% |