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 | $68,301 | $87,166-21.6% | $76,735-11.0% | $137,256-50.2% |
| Participation rate | 70.6% | 74.4%-3.8pp | 69.5%+1.1pp | 80.0%-9.4pp |
| Annual return | 14.72% | 26.50%-11.8pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,208 | $4,726+10.2% | $4,088+27.4% | $6,407-18.7% |
| Admin fee / account holder | $2,759 | $8,403-67.2% | $7,189-61.6% | $12,270-77.5% |