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 10-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 | $54,348 | $71,057-23.5% | $93,654-42.0% | $80,874-32.8% |
| Participation rate | 75.9% | 60.4%+15.5pp | 68.7%+7.2pp | 67.6%+8.3pp |
| Annual return | 12.64% | 11.26%+1.4pp | 133.34%-120.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,203 | $4,034-20.6% | $4,413-27.4% | $4,297-25.5% |
| Admin fee / account holder | $824 | $6,944-88.1% | $8,282-90.1% | $6,935-88.1% |