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 | $31,651 | $106,749-70.4% | $145,433-78.2% | $82,448-61.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 64.55% | 27.59%+37.0pp | 66.58%-2.0pp | 41.64%+22.9pp |
| Employer contribution / active EE | $7,588 | $3,444+120.3% | $4,554+66.6% | $2,551+197.4% |
| Participant deferral / active EE | $5,606 | $6,519-14.0% | $7,897-29.0% | $4,139+35.4% |
| Admin fee / account holder | $1,433 | $8,390-82.9% | $13,129-89.1% | $7,234-80.2% |