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 4-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 | $21,487 | $161,352-86.7% | $134,172-84.0% | $137,256-84.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 21.84% | 28.72%-6.9pp | 25.30%-3.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,267 | $4,099-44.7% | $3,420-33.7% | $4,156-45.5% |
| Participant deferral / active EE | $4,303 | $5,552-22.5% | $4,690-8.3% | $6,407-32.8% |
| Admin fee / account holder | $406 | $15,028-97.3% | $12,016-96.6% | $12,270-96.7% |