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 | $3,218 | $23,330-86.2% | $64,489-95.0% | $82,448-96.1% |
| Participation rate | 86.1% | 68.3%+17.8pp | 67.7%+18.4pp | 68.1%+18.0pp |
| Annual return | 14.89% | 83.66%-68.8pp | 55.03%-40.1pp | 41.64%-26.7pp |
| Employer contribution / active EE | $369 | $824-55.3% | $1,523-75.8% | $2,551-85.6% |
| Participant deferral / active EE | $1,031 | $1,707-39.6% | $2,778-62.9% | $4,139-75.1% |
| Admin fee / account holder | $1,024 | $2,946-65.2% | $4,260-76.0% | $7,234-85.8% |