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 5-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 | $17,243 | $112,729-84.7% | $98,716-82.5% | $137,256-87.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.29% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,784 | $2,725-34.5% | $2,279-21.7% | $4,156-57.1% |
| Participant deferral / active EE | $2,902 | $4,640-37.5% | $4,048-28.3% | $6,407-54.7% |
| Admin fee / account holder | $1,778 | $10,129-82.4% | $8,703-79.6% | $12,270-85.5% |