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 | $49,005 | $97,125-49.5% | $86,233-43.2% | $137,256-64.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 15.75% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,578 | $2,841-44.4% | $2,504-37.0% | $4,156-62.0% |
| Participant deferral / active EE | $4,683 | $5,180-9.6% | $4,559+2.7% | $6,407-26.9% |
| Admin fee / account holder | $680 | $9,725-93.0% | $8,342-91.8% | $12,270-94.5% |