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 | $28,705 | $97,125-70.4% | $86,233-66.7% | $137,256-79.1% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 18.41% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,254 | $2,841-55.8% | $2,504-49.9% | $4,156-69.8% |
| Participant deferral / active EE | $3,229 | $5,180-37.7% | $4,559-29.2% | $6,407-49.6% |
| Admin fee / account holder | $1,073 | $9,725-89.0% | $8,342-87.1% | $12,270-91.3% |