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 7-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 | $11,079 | $51,638-78.5% | $68,368-83.8% | $82,448-86.6% |
| Participation rate | 85.2% | 63.6%+21.6pp | 73.8%+11.5pp | 68.1%+17.2pp |
| Annual return | 13.91% | 37.53%-23.6pp | 292.57%-278.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,063 | $2,047-48.1% | $2,649-59.9% | $2,551-58.3% |
| Participant deferral / active EE | $1,803 | $2,914-38.1% | $4,123-56.3% | $4,139-56.4% |
| Admin fee / account holder | $820 | $4,643-82.3% | $5,150-84.1% | $7,234-88.7% |