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 | $80,160 | $95,453-16.0% | $112,040-28.5% | $82,448-2.8% |
| Participation rate | 91.5% | 72.8%+18.7pp | 76.5%+15.0pp | 68.1%+23.4pp |
| Annual return | 18.78% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,668 | $4,224+294.6% | $5,098+227.0% | $4,139+302.7% |
| Admin fee / account holder | $13,862 | $9,013+53.8% | $12,098+14.6% | $7,234+91.6% |