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 | $20,999 | $51,638-59.3% | $68,368-69.3% | $82,448-74.5% |
| Participation rate | 72.9% | 63.6%+9.3pp | 73.8%-0.9pp | 68.1%+4.8pp |
| Annual return | 13.86% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $608 | $2,047-70.3% | $2,649-77.1% | $2,551-76.2% |
| Participant deferral / active EE | $2,080 | $2,914-28.6% | $4,123-49.5% | $4,139-49.7% |
| Admin fee / account holder | $4,597 | $4,643-1.0% | $5,150-10.7% | $7,234-36.5% |