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 | $45,290 | $106,749-57.6% | $145,433-68.9% | $82,448-45.1% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 21.13% | 27.59%-6.5pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,550 | $3,444-26.0% | $4,554-44.0% | $2,5510% |
| Participant deferral / active EE | $4,741 | $6,519-27.3% | $7,897-40.0% | $4,139+14.5% |
| Admin fee / account holder | $1,593 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |