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 | $63,080 | $81,446-22.5% | $103,374-39.0% | $80,874-22.0% |
| Participation rate | 97.3% | 66.9%+30.4pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 13.17% | 25.57%-12.4pp | 24.89%-11.7pp | 35.62%-22.4pp |
| Employer contribution / active EE | $5,760 | $3,107+85.4% | $3,869+48.9% | $2,756+109.0% |
| Participant deferral / active EE | $2,295 | $3,870-40.7% | $5,058-54.6% | $4,297-46.6% |
| Admin fee / account holder | $1,328 | $6,715-80.2% | $8,394-84.2% | $6,935-80.8% |