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 4-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 | $22,356 | $97,125-77.0% | $86,233-74.1% | $137,256-83.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 19.29% | 74.19%-54.9pp | 61.39%-42.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,841 | $2,841-35.2% | $2,504-26.5% | $4,156-55.7% |
| Participant deferral / active EE | $5,988 | $5,180+15.6% | $4,559+31.3% | $6,407-6.5% |
| Admin fee / account holder | $3,848 | $9,725-60.4% | $8,342-53.9% | $12,270-68.6% |