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 6-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 | $12,116 | $97,125-87.5% | $86,233-85.9% | $137,256-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 105.10% | 74.19%+30.9pp | 61.39%+43.7pp | 220.34%-115.2pp |
| Employer contribution / active EE | $3,262 | $2,841+14.8% | $2,504+30.2% | $4,156-21.5% |
| Participant deferral / active EE | $3,575 | $5,180-31.0% | $4,559-21.6% | $6,407-44.2% |
| Admin fee / account holder | $323 | $9,725-96.7% | $8,342-96.1% | $12,270-97.4% |