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 8-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 | $34,738 | $87,166-60.1% | $76,735-54.7% | $137,256-74.7% |
| Participation rate | 94.7% | 74.4%+20.4pp | 69.5%+25.2pp | 80.0%+14.8pp |
| Annual return | 12.17% | 26.50%-14.3pp | 29.77%-17.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,213 | $2,904-58.2% | $2,454-50.6% | $4,156-70.8% |
| Participant deferral / active EE | $2,554 | $4,726-46.0% | $4,088-37.5% | $6,407-60.1% |
| Admin fee / account holder | $5,528 | $8,403-34.2% | $7,189-23.1% | $12,270-54.9% |