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 7-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 | $55,683 | $99,921-44.3% | $85,009-34.5% | $145,959-61.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.60% | 83.89%-60.3pp | 66.47%-42.9pp | 561.95%-538.3pp |
| Employer contribution / active EE | $2,883 | $3,233-10.8% | $2,728+5.7% | $4,661-38.1% |
| Participant deferral / active EE | $8,677 | $5,293+63.9% | $4,522+91.9% | $6,689+29.7% |
| Admin fee / account holder | $1,968 | $7,252-72.9% | $6,153-68.0% | $13,398-85.3% |