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 | $9,772 | $97,125-89.9% | $86,233-88.7% | $137,256-92.9% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.0%+25.7pp | 80.0%+14.8pp |
| Annual return | 15.53% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,131 | $2,841-60.2% | $2,504-54.8% | $4,156-72.8% |
| Participant deferral / active EE | $3,730 | $5,180-28.0% | $4,559-18.2% | $6,407-41.8% |
| Admin fee / account holder | $750 | $9,725-92.3% | $8,342-91.0% | $12,270-93.9% |