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 10-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 | $87,834 | $106,749-17.7% | $145,433-39.6% | $82,448+6.5% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 19.04% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,506 | $6,519+61.2% | $7,897+33.0% | $4,139+153.8% |
| Admin fee / account holder | $7,064 | $8,390-15.8% | $13,129-46.2% | $7,234-2.4% |