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 | $26,022 | $178,174-85.4% | $156,181-83.3% | $137,256-81.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.93% | 84.19%-64.3pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,506 | $4,972-49.6% | $4,294-41.6% | $4,156-39.7% |
| Participant deferral / active EE | $5,598 | $6,888-18.7% | $6,132-8.7% | $6,407-12.6% |
| Admin fee / account holder | $1,962 | $17,404-88.7% | $14,586-86.6% | $12,270-84.0% |