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 | $34,205 | $88,672-61.4% | $105,223-67.5% | $82,448-58.5% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 17.80% | 30.86%-13.1pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,378 | $3,048-54.8% | $3,689-62.6% | $2,551-46.0% |
| Participant deferral / active EE | $5,542 | $4,036+37.3% | $5,072+9.3% | $4,139+33.9% |
| Admin fee / account holder | $539 | $7,146-92.5% | $8,859-93.9% | $7,234-92.5% |