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 | $23,101 | $124,425-81.4% | $112,040-79.4% | $137,256-83.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 40.57% | 24.72%+15.8pp | 24.52%+16.0pp | 220.34%-179.8pp |
| Employer contribution / active EE | $1,519 | $3,411-55.5% | $2,954-48.6% | $4,156-63.5% |
| Participant deferral / active EE | $11,582 | $5,718+102.5% | $5,098+127.2% | $6,407+80.8% |
| Admin fee / account holder | $838 | $15,207-94.5% | $12,098-93.1% | $12,270-93.2% |