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 | $24,138 | $97,125-75.1% | $86,233-72.0% | $137,256-82.4% |
| Participation rate | 81.3% | 74.2%+7.1pp | 69.0%+12.2pp | 80.0%+1.3pp |
| Annual return | 15.80% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $528 | $2,841-81.4% | $2,504-78.9% | $4,156-87.3% |
| Participant deferral / active EE | $856 | $5,180-83.5% | $4,559-81.2% | $6,407-86.6% |
| Admin fee / account holder | $497 | $9,725-94.9% | $8,342-94.0% | $12,270-96.0% |