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 9-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 | $20,238 | $161,352-87.5% | $134,172-84.9% | $137,256-85.3% |
| Participation rate | 92.3% | 78.3%+14.0pp | 72.5%+19.8pp | 80.0%+12.3pp |
| Annual return | 14.16% | 28.72%-14.6pp | 25.30%-11.1pp | 220.34%-206.2pp |
| Employer contribution / active EE | $998 | $4,099-75.7% | $3,420-70.8% | $4,156-76.0% |
| Participant deferral / active EE | $2,191 | $5,552-60.5% | $4,690-53.3% | $6,407-65.8% |
| Admin fee / account holder | $417 | $15,028-97.2% | $12,016-96.5% | $12,270-96.6% |