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 | $51,477 | $172,111-70.1% | $150,298-65.7% | $137,256-62.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.67% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $10,013 | $4,636+116.0% | $4,154+141.0% | $4,156+140.9% |
| Participant deferral / active EE | $8,163 | $6,166+32.4% | $5,453+49.7% | $6,407+27.4% |
| Admin fee / account holder | $705 | $16,471-95.7% | $14,116-95.0% | $12,270-94.3% |