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 4-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 | $51,493 | $178,174-71.1% | $156,181-67.0% | $137,256-62.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.43% | 84.19%-65.8pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,967 | $4,972-20.2% | $4,294-7.6% | $4,156-4.6% |
| Participant deferral / active EE | $8,175 | $6,888+18.7% | $6,132+33.3% | $6,407+27.6% |
| Admin fee / account holder | $684 | $17,404-96.1% | $14,586-95.3% | $12,270-94.4% |