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 | $47,651 | $108,825-56.2% | $156,181-69.5% | $82,448-42.2% |
| Participation rate | 86.7% | 72.4%+14.3pp | 78.8%+7.8pp | 68.1%+18.6pp |
| Annual return | 16.05% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,178 | $2,870-24.1% | $4,294-49.3% | $2,551-14.6% |
| Participant deferral / active EE | $6,275 | $4,577+37.1% | $6,132+2.3% | $4,139+51.6% |
| Admin fee / account holder | $345 | $9,341-96.3% | $14,586-97.6% | $7,234-95.2% |