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 3-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 | $8,540 | $101,618-91.6% | $93,063-90.8% | $137,256-93.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 24.85% | 223.95%-199.1pp | 34.15%-9.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,441 | $2,707-46.8% | $2,476-41.8% | $4,156-65.3% |
| Participant deferral / active EE | $1,541 | $4,279-64.0% | $3,958-61.1% | $6,407-76.0% |
| Admin fee / account holder | $412 | $6,198-93.4% | $6,033-93.2% | $12,270-96.6% |