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 7-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 | $77,279 | $112,729-31.4% | $98,716-21.7% | $137,256-43.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.69% | 38.48%-15.8pp | 31.81%-9.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,155 | $2,725-20.9% | $2,279-5.4% | $4,156-48.2% |
| Participant deferral / active EE | $5,941 | $4,640+28.0% | $4,048+46.8% | $6,407-7.3% |
| Admin fee / account holder | $361 | $10,129-96.4% | $8,703-95.9% | $12,270-97.1% |