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 8-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 | $79,947 | $172,111-53.5% | $150,298-46.8% | $137,256-41.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.65% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $8,455 | $4,636+82.4% | $4,154+103.5% | $4,156+103.4% |
| Participant deferral / active EE | $4,679 | $6,166-24.1% | $5,453-14.2% | $6,407-27.0% |
| Admin fee / account holder | $3,330 | $16,471-79.8% | $14,116-76.4% | $12,270-72.9% |