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 | $17,883 | $47,479-62.3% | $62,929-71.6% | $82,448-78.3% |
| Participation rate | 72.3% | 66.9%+5.5pp | 73.1%-0.8pp | 68.1%+4.3pp |
| Annual return | 24.90% | 20.34%+4.6pp | 1063.93%-1039.0pp | 41.64%-16.7pp |
| Employer contribution / active EE | $789 | $1,885-58.2% | $2,505-68.5% | $2,551-69.1% |
| Participant deferral / active EE | $1,416 | $2,870-50.7% | $3,888-63.6% | $4,139-65.8% |
| Admin fee / account holder | $4,900 | $3,804+28.8% | $5,065-3.2% | $7,234-32.3% |