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 | $10,798 | $76,407-85.9% | $150,298-92.8% | $82,448-86.9% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 20.41% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,079 | $2,614-58.7% | $4,154-74.0% | $2,551-57.7% |
| Participant deferral / active EE | $2,205 | $3,214-31.4% | $5,453-59.6% | $4,139-46.7% |
| Admin fee / account holder | $1,536 | $6,352-75.8% | $14,116-89.1% | $7,234-78.8% |