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 | $11,466 | $180,749-93.7% | $160,784-92.9% | $137,256-91.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.34% | 2234.46%-2218.1pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,098 | $4,155+22.7% | $3,733+36.6% | $4,156+22.7% |
| Participant deferral / active EE | $6,958 | $6,844+1.7% | $6,293+10.6% | $6,407+8.6% |
| Admin fee / account holder | $10,058 | $10,397-3.3% | $9,717+3.5% | $12,270-18.0% |