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 | $14,378 | $23,330-38.4% | $64,489-77.7% | $82,448-82.6% |
| Participation rate | 72.5% | 68.3%+4.3pp | 67.7%+4.9pp | 68.1%+4.5pp |
| Annual return | 19.96% | 83.66%-63.7pp | 55.03%-35.1pp | 41.64%-21.7pp |
| Employer contribution / active EE | $962 | $824+16.7% | $1,523-36.9% | $2,551-62.3% |
| Participant deferral / active EE | $3,321 | $1,707+94.5% | $2,778+19.5% | $4,139-19.8% |
| Admin fee / account holder | $1,833 | $2,946-37.8% | $4,260-57.0% | $7,234-74.7% |