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 | $71,349 | $95,453-25.3% | $112,040-36.3% | $82,448-13.5% |
| Participation rate | 74.1% | 72.8%+1.4pp | 76.5%-2.4pp | 68.1%+6.1pp |
| Annual return | 13.87% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,488 | $2,318-35.8% | $2,954-49.6% | $2,551-41.7% |
| Participant deferral / active EE | $5,245 | $4,224+24.2% | $5,098+2.9% | $4,139+26.7% |
| Admin fee / account holder | $5,158 | $9,013-42.8% | $12,098-57.4% | $7,234-28.7% |