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 5-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 | $77,879 | $102,245-23.8% | $89,340-12.8% | $137,256-43.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.63% | 21.89%-5.3pp | 20.57%-3.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,437 | $2,529+115.0% | $2,231+143.7% | $4,156+30.8% |
| Participant deferral / active EE | $11,713 | $4,436+164.0% | $3,823+206.4% | $6,407+82.8% |
| Admin fee / account holder | $10,261 | $8,085+26.9% | $6,704+53.1% | $12,270-16.4% |