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 | $9,972 | $81,233-87.7% | $155,567-93.6% | $80,874-87.7% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 13.60% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $799 | $3,101-74.2% | $4,674-82.9% | $2,756-71.0% |
| Participant deferral / active EE | $1,708 | $3,452-50.5% | $5,628-69.7% | $4,297-60.3% |
| Admin fee / account holder | $428 | $7,998-94.7% | $15,916-97.3% | $6,935-93.8% |