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 5-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 | $18,231 | $58,627-68.9% | $76,735-76.2% | $82,448-77.9% |
| Participation rate | 70.1% | 63.2%+6.9pp | 69.5%+0.6pp | 68.1%+2.0pp |
| Annual return | 13.89% | 39.10%-25.2pp | 29.77%-15.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,234 | $3,134+35.1% | $4,088+3.6% | $4,139+2.3% |
| Admin fee / account holder | $1,986 | $5,323-62.7% | $7,189-72.4% | $7,234-72.6% |