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 | $86,602 | $116,167-25.5% | $64,489+34.3% | $137,256-36.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 15.97% | 36.55%-20.6pp | 55.03%-39.1pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,452 | $2,483+119.6% | $1,523+258.0% | $4,156+31.2% |
| Participant deferral / active EE | $9,323 | $4,215+121.2% | $2,778+235.6% | $6,407+45.5% |
| Admin fee / account holder | $434 | $6,188-93.0% | $4,260-89.8% | $12,270-96.5% |