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 4-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 | $11,394 | $111,535-89.8% | $105,223-89.2% | $137,256-91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.00% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,245 | $3,939-68.4% | $3,689-66.3% | $4,156-70.1% |
| Participant deferral / active EE | $2,582 | $5,500-53.1% | $5,072-49.1% | $6,407-59.7% |
| Admin fee / account holder | $644 | $9,721-93.4% | $8,859-92.7% | $12,270-94.8% |