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 | $40,991 | $102,245-59.9% | $89,340-54.1% | $137,256-70.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.81% | 21.89%+0.9pp | 20.57%+2.2pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,859 | $2,529-26.5% | $2,231-16.7% | $4,156-55.3% |
| Participant deferral / active EE | $17,340 | $4,436+290.9% | $3,823+353.6% | $6,407+170.7% |
| Admin fee / account holder | $1,295 | $8,085-84.0% | $6,704-80.7% | $12,270-89.4% |