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 5-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 | $44,547 | $106,749-58.3% | $145,433-69.4% | $82,448-46.0% |
| Participation rate | 81.0% | 75.6%+5.4pp | 82.1%-1.1pp | 68.1%+13.0pp |
| Annual return | 20.69% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,590 | $6,519+47.1% | $7,897+21.4% | $4,139+131.7% |
| Admin fee / account holder | $2,941 | $8,390-64.9% | $13,129-77.6% | $7,234-59.3% |