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 4-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 | $23,192 | $111,535-79.2% | $105,223-78.0% | $137,256-83.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 20.75% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,105 | $3,939-46.6% | $3,689-42.9% | $4,156-49.3% |
| Participant deferral / active EE | $3,374 | $5,500-38.6% | $5,072-33.5% | $6,407-47.3% |
| Admin fee / account holder | $10,848 | $9,721+11.6% | $8,859+22.5% | $12,270-11.6% |