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 | $30,973 | $172,111-82.0% | $150,298-79.4% | $137,256-77.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.52% | 69.37%-49.8pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,588 | $4,636-1.0% | $4,154+10.4% | $4,156+10.4% |
| Participant deferral / active EE | $13,069 | $6,166+112.0% | $5,453+139.7% | $6,407+104.0% |
| Admin fee / account holder | $978 | $16,471-94.1% | $14,116-93.1% | $12,270-92.0% |