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 10-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 | $34,512 | $87,037-60.3% | $106,201-67.5% | $80,874-57.3% |
| Participation rate | 81.6% | 70.4%+11.1pp | 75.3%+6.3pp | 67.6%+13.9pp |
| Annual return | 11.02% | 17.05%-6.0pp | 116.26%-105.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,903 | $3,986-27.2% | $5,012-42.1% | $4,297-32.4% |
| Admin fee / account holder | $1,377 | $8,434-83.7% | $11,039-87.5% | $6,935-80.1% |