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 7-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 | $7,975 | $51,638-84.6% | $68,368-88.3% | $82,448-90.3% |
| Participation rate | 92.5% | 63.6%+28.8pp | 73.8%+18.7pp | 68.1%+24.4pp |
| Annual return | 15.54% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,049 | $2,047-48.7% | $2,649-60.4% | $2,551-58.9% |
| Participant deferral / active EE | $4,067 | $2,914+39.6% | $4,123-1.3% | $4,139-1.7% |
| Admin fee / account holder | $649 | $4,643-86.0% | $5,150-87.4% | $7,234-91.0% |