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 | $35,833 | $106,749-66.4% | $145,433-75.4% | $82,448-56.5% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 19.46% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,232 | $3,444-35.2% | $4,554-51.0% | $2,551-12.5% |
| Participant deferral / active EE | $4,254 | $6,519-34.7% | $7,897-46.1% | $4,139+2.8% |
| Admin fee / account holder | $1,692 | $8,390-79.8% | $13,129-87.1% | $7,234-76.6% |