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 | $71,643 | $108,825-34.2% | $156,181-54.1% | $82,448-13.1% |
| Participation rate | 94.6% | 72.4%+22.3pp | 78.8%+15.8pp | 68.1%+26.6pp |
| Annual return | 13.75% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,901 | $4,577-14.8% | $6,132-36.4% | $4,139-5.8% |
| Admin fee / account holder | $3,247 | $9,341-65.2% | $14,586-77.7% | $7,234-55.1% |