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 | $9,772 | $57,590-83.0% | $86,233-88.7% | $82,448-88.1% |
| Participation rate | 70.7% | 57.9%+12.9pp | 69.0%+1.7pp | 68.1%+2.7pp |
| Annual return | 21.39% | 22.41%-1.0pp | 61.39%-40.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $524 | $1,655-68.3% | $2,504-79.1% | $2,551-79.4% |
| Participant deferral / active EE | $1,937 | $3,080-37.1% | $4,559-57.5% | $4,139-53.2% |
| Admin fee / account holder | $890 | $4,730-81.2% | $8,342-89.3% | $7,234-87.7% |