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 | $11,532 | $97,125-88.1% | $86,233-86.6% | $137,256-91.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 24.67% | 74.19%-49.5pp | 61.39%-36.7pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,477 | $2,841-48.0% | $2,504-41.0% | $4,156-64.5% |
| Participant deferral / active EE | $1,903 | $5,180-63.3% | $4,559-58.3% | $6,407-70.3% |
| Admin fee / account holder | $308 | $9,725-96.8% | $8,342-96.3% | $12,270-97.5% |