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 | $27,352 | $106,749-74.4% | $145,433-81.2% | $82,448-66.8% |
| Participation rate | 90.4% | 75.6%+14.7pp | 82.1%+8.3pp | 68.1%+22.3pp |
| Annual return | 34.66% | 27.59%+7.1pp | 66.58%-31.9pp | 41.64%-7.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,421 | $6,519+90.6% | $7,897+57.3% | $4,139+200.1% |
| Admin fee / account holder | $4,092 | $8,390-51.2% | $13,129-68.8% | $7,234-43.4% |