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 | $3,607 | $23,330-84.5% | $64,489-94.4% | $82,448-95.6% |
| Participation rate | 76.8% | 68.3%+8.5pp | 67.7%+9.1pp | 68.1%+8.7pp |
| Annual return | 20.25% | 83.66%-63.4pp | 55.03%-34.8pp | 41.64%-21.4pp |
| Employer contribution / active EE | $401 | $824-51.3% | $1,523-73.6% | $2,551-84.3% |
| Participant deferral / active EE | $876 | $1,707-48.7% | $2,778-68.5% | $4,139-78.8% |
| Admin fee / account holder | $387 | $2,946-86.9% | $4,260-90.9% | $7,234-94.7% |