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 | $25,504 | $88,672-71.2% | $105,223-75.8% | $82,448-69.1% |
| Participation rate | 92.6% | 67.9%+24.7pp | 75.0%+17.5pp | 68.1%+24.5pp |
| Annual return | 16.59% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,378 | $4,036-41.1% | $5,072-53.1% | $4,139-42.6% |
| Admin fee / account holder | $2,274 | $7,146-68.2% | $8,859-74.3% | $7,234-68.6% |