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 4-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 | $7,658 | $76,407-90.0% | $150,298-94.9% | $82,448-90.7% |
| Participation rate | 78.4% | 66.4%+12.0pp | 77.8%+0.6pp | 68.1%+10.3pp |
| Annual return | 21.54% | 39.99%-18.5pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,078 | $3,214-35.4% | $5,453-61.9% | $4,139-49.8% |
| Admin fee / account holder | $472 | $6,352-92.6% | $14,116-96.7% | $7,234-93.5% |