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 | $34,252 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.21% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,492 | $4,804-48.1% | $4,554-45.3% | $4,156-40.0% |
| Participant deferral / active EE | $9,105 | $8,216+10.8% | $7,897+15.3% | $6,407+42.1% |
| Admin fee / account holder | $906 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |