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 7-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 | $11,628 | $58,627-80.2% | $76,735-84.8% | $82,448-85.9% |
| Participation rate | 98.6% | 63.2%+35.3pp | 69.5%+29.1pp | 68.1%+30.5pp |
| Annual return | 18.62% | 39.10%-20.5pp | 29.77%-11.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,601 | $1,729-7.4% | $2,454-34.8% | $2,551-37.3% |
| Participant deferral / active EE | $1,831 | $3,134-41.6% | $4,088-55.2% | $4,139-55.8% |
| Admin fee / account holder | $1,140 | $5,323-78.6% | $7,189-84.1% | $7,234-84.2% |