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 | $10,385 | $63,703-83.7% | $93,063-88.8% | $82,448-87.4% |
| Participation rate | 82.9% | 63.8%+19.1pp | 72.1%+10.8pp | 68.1%+14.9pp |
| Annual return | 19.33% | -775.43%+794.8pp | 34.15%-14.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,370 | $1,729-20.7% | $2,476-44.7% | $2,551-46.3% |
| Participant deferral / active EE | $2,144 | $2,919-26.6% | $3,958-45.8% | $4,139-48.2% |
| Admin fee / account holder | $972 | $5,982-83.8% | $6,033-83.9% | $7,234-86.6% |