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 | $24,176 | $172,111-86.0% | $150,298-83.9% | $137,256-82.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 35.80% | 69.37%-33.6pp | 62.79%-27.0pp | 220.34%-184.5pp |
| Employer contribution / active EE | $7,239 | $4,636+56.1% | $4,154+74.3% | $4,156+74.2% |
| Participant deferral / active EE | $10,578 | $6,166+71.6% | $5,453+94.0% | $6,407+65.1% |
| Admin fee / account holder | $1,000 | $16,471-93.9% | $14,116-92.9% | $12,270-91.9% |