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 7-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 | $62,954 | $108,825-42.2% | $156,181-59.7% | $82,448-23.6% |
| Participation rate | 85.3% | 72.4%+12.9pp | 78.8%+6.5pp | 68.1%+17.2pp |
| Annual return | 14.75% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,185 | $4,577-8.6% | $6,132-31.7% | $4,139+1.1% |
| Admin fee / account holder | $1,350 | $9,341-85.6% | $14,586-90.7% | $7,234-81.3% |