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 3-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 | $36,843 | $101,618-63.7% | $93,063-60.4% | $137,256-73.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 20.16% | 223.95%-203.8pp | 34.15%-14.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $502 | $2,707-81.4% | $2,476-79.7% | $4,156-87.9% |
| Participant deferral / active EE | $8,147 | $4,279+90.4% | $3,958+105.8% | $6,407+27.2% |
| Admin fee / account holder | $669 | $6,198-89.2% | $6,033-88.9% | $12,270-94.6% |