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 3-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 | $17,766 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.86% | 74.59%-46.7pp | 66.58%-38.7pp | 220.34%-192.5pp |
| Employer contribution / active EE | $2,222 | $4,804-53.7% | $4,554-51.2% | $4,156-46.5% |
| Participant deferral / active EE | $7,158 | $8,216-12.9% | $7,897-9.4% | $6,407+11.7% |
| Admin fee / account holder | $446 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |