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 9-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 | $22,053 | $56,060-60.7% | $76,002-71.0% | $80,874-72.7% |
| Participation rate | 98.5% | 62.0%+36.5pp | 69.1%+29.4pp | 67.6%+30.9pp |
| Annual return | 12.56% | 20.54%-8.0pp | 360.07%-347.5pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,479 | $1,873-21.1% | $2,688-45.0% | $2,756-46.3% |
| Participant deferral / active EE | $2,351 | $3,051-23.0% | $4,257-44.8% | $4,297-45.3% |
| Admin fee / account holder | $3,664 | $5,237-30.0% | $6,414-42.9% | $6,935-47.2% |