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 | $25,110 | $51,638-51.4% | $68,368-63.3% | $82,448-69.5% |
| Participation rate | 94.4% | 63.6%+30.8pp | 73.8%+20.7pp | 68.1%+26.4pp |
| Annual return | 13.99% | 37.53%-23.5pp | 292.57%-278.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,446 | $2,047-29.3% | $2,649-45.4% | $2,551-43.3% |
| Participant deferral / active EE | $3,493 | $2,914+19.9% | $4,123-15.3% | $4,139-15.6% |
| Admin fee / account holder | $2,039 | $4,643-56.1% | $5,150-60.4% | $7,234-71.8% |