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 3-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 | $22,462 | $124,425-81.9% | $112,040-80.0% | $137,256-83.6% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 11.48% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,109 | $3,411-67.5% | $2,954-62.4% | $4,156-73.3% |
| Participant deferral / active EE | $4,385 | $5,718-23.3% | $5,098-14.0% | $6,407-31.6% |
| Admin fee / account holder | $1,415 | $15,207-90.7% | $12,098-88.3% | $12,270-88.5% |