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 | $9,360 | $97,125-90.4% | $86,233-89.1% | $137,256-93.2% |
| Participation rate | 81.3% | 74.2%+7.1pp | 69.0%+12.2pp | 80.0%+1.3pp |
| Annual return | 15.94% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $396 | $2,841-86.0% | $2,504-84.2% | $4,156-90.5% |
| Participant deferral / active EE | $2,337 | $5,180-54.9% | $4,559-48.7% | $6,407-63.5% |
| Admin fee / account holder | $886 | $9,725-90.9% | $8,342-89.4% | $12,270-92.8% |