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 9-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 | $20,995 | $98,652-78.7% | $142,942-85.3% | $82,448-74.5% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.8%+16.3pp | 68.1%+25.1pp |
| Annual return | 15.91% | 22.65%-6.7pp | 113.70%-97.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,814 | $3,211-43.5% | $4,139-56.2% | $2,551-28.9% |
| Participant deferral / active EE | $3,256 | $5,580-41.6% | $7,128-54.3% | $4,139-21.3% |
| Admin fee / account holder | $2,114 | $8,078-73.8% | $12,475-83.1% | $7,234-70.8% |