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 8-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 | $60,026 | $95,453-37.1% | $112,040-46.4% | $82,448-27.2% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.5%+4.3pp | 68.1%+12.7pp |
| Annual return | 17.09% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,782 | $4,224+84.2% | $5,098+52.7% | $4,139+88.0% |
| Admin fee / account holder | $5,517 | $9,013-38.8% | $12,098-54.4% | $7,234-23.7% |