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 10-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 | $14,135 | $67,823-79.2% | $52,425-73.0% | $137,256-89.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.23% | 219.11%-202.9pp | 302.12%-285.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,489 | $1,163+28.0% | $914+62.9% | $4,156-64.2% |
| Participant deferral / active EE | $2,715 | $2,288+18.6% | $1,790+51.6% | $6,407-57.6% |
| Admin fee / account holder | $1,055 | $2,844-62.9% | $2,495-57.7% | $12,270-91.4% |