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 5-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 | $30,512 | $106,749-71.4% | $145,433-79.0% | $82,448-63.0% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 20.31% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,942 | $3,444-43.6% | $4,554-57.4% | $2,551-23.9% |
| Participant deferral / active EE | $3,307 | $6,519-49.3% | $7,897-58.1% | $4,139-20.1% |
| Admin fee / account holder | $575 | $8,390-93.1% | $13,129-95.6% | $7,234-92.1% |