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 | $51,905 | $81,446-36.3% | $103,374-49.8% | $80,874-35.8% |
| Participation rate | 92.7% | 66.9%+25.8pp | 74.5%+18.2pp | 67.6%+25.0pp |
| Annual return | 10.65% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-25.0pp |
| Employer contribution / active EE | $2,316 | $3,107-25.5% | $3,869-40.1% | $2,756-16.0% |
| Participant deferral / active EE | $6,603 | $3,870+70.6% | $5,058+30.6% | $4,297+53.7% |
| Admin fee / account holder | $4,090 | $6,715-39.1% | $8,394-51.3% | $6,935-41.0% |