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 | $115,832 | $166,020-30.2% | $164,866-29.7% | $145,959-20.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.39% | 100.08%-83.7pp | 69.97%-53.6pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,069 | $5,275-60.8% | $4,343-52.4% | $4,661-55.6% |
| Participant deferral / active EE | $4,588 | $6,961-34.1% | $6,033-24.0% | $6,689-31.4% |
| Admin fee / account holder | $385 | $16,644-97.7% | $12,689-97.0% | $13,398-97.1% |