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 | $10,709 | $57,057-81.2% | $85,009-87.4% | $80,874-86.8% |
| Participation rate | 92.5% | 56.4%+36.1pp | 67.5%+24.9pp | 67.6%+24.8pp |
| Annual return | 15.89% | 21.66%-5.8pp | 66.47%-50.6pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,016 | $1,799-43.5% | $2,728-62.8% | $2,756-63.1% |
| Participant deferral / active EE | $2,975 | $3,112-4.4% | $4,522-34.2% | $4,297-30.8% |
| Admin fee / account holder | $684 | $4,986-86.3% | $6,153-88.9% | $6,935-90.1% |