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 | $24,867 | $106,749-76.7% | $145,433-82.9% | $82,448-69.8% |
| Participation rate | 73.9% | 75.6%-1.7pp | 82.1%-8.2pp | 68.1%+5.8pp |
| Annual return | 17.06% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,868 | $6,519-56.0% | $7,897-63.7% | $4,139-30.7% |
| Admin fee / account holder | $2,181 | $8,390-74.0% | $13,129-83.4% | $7,234-69.9% |