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 8-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 | $58,155 | $106,749-45.5% | $145,433-60.0% | $82,448-29.5% |
| Participation rate | 70.7% | 75.6%-5.0pp | 82.1%-11.4pp | 68.1%+2.6pp |
| Annual return | 18.88% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,209 | $6,519+72.0% | $7,897+41.9% | $4,139+170.8% |
| Admin fee / account holder | $7,129 | $8,390-15.0% | $13,129-45.7% | $7,234-1.5% |