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 | $12,901 | $76,407-83.1% | $150,298-91.4% | $82,448-84.4% |
| Participation rate | 96.5% | 66.4%+30.1pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 17.34% | 39.99%-22.7pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,107 | $2,614-57.7% | $4,154-73.4% | $2,551-56.6% |
| Participant deferral / active EE | $2,708 | $3,214-15.8% | $5,453-50.3% | $4,139-34.6% |
| Admin fee / account holder | $2,002 | $6,352-68.5% | $14,116-85.8% | $7,234-72.3% |