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 6-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 | $42,859 | $87,166-50.8% | $76,735-44.1% | $137,256-68.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.48% | 26.50%-10.0pp | 29.77%-13.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,460 | $2,904+88.0% | $2,454+122.5% | $4,156+31.4% |
| Participant deferral / active EE | $6,057 | $4,726+28.2% | $4,088+48.2% | $6,407-5.5% |
| Admin fee / account holder | $10,909 | $8,403+29.8% | $7,189+51.7% | $12,270-11.1% |