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 | $45,572 | $94,031-51.5% | $115,768-60.6% | $82,448-44.7% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.4%+16.5pp | 68.1%+22.8pp |
| Annual return | 17.19% | 20.61%-3.4pp | 100.46%-83.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,694 | $2,323-27.1% | $2,940-42.4% | $2,551-33.6% |
| Participant deferral / active EE | $3,027 | $3,972-23.8% | $4,917-38.4% | $4,139-26.9% |
| Admin fee / account holder | $1,946 | $10,249-81.0% | $12,439-84.4% | $7,234-73.1% |