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 | $7,463 | $63,703-88.3% | $93,063-92.0% | $82,448-90.9% |
| Participation rate | 92.4% | 63.8%+28.6pp | 72.1%+20.3pp | 68.1%+24.4pp |
| Annual return | 17.22% | -775.43%+792.7pp | 34.15%-16.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,333 | $2,919-20.1% | $3,958-41.1% | $4,139-43.6% |
| Admin fee / account holder | $719 | $5,982-88.0% | $6,033-88.1% | $7,234-90.1% |