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 | $42,771 | $88,360-51.6% | $145,433-70.6% | $67,986-37.1% |
| Participation rate | 80.7% | 65.5%+15.2pp | 82.1%-1.4pp | 57.2%+23.5pp |
| Annual return | 20.76% | 63.15%-42.4pp | 66.58%-45.8pp | 31.67%-10.9pp |
| Employer contribution / active EE | $922 | $3,054-69.8% | $4,554-79.8% | $2,019-54.3% |
| Participant deferral / active EE | $4,696 | $5,932-20.8% | $7,897-40.5% | $3,358+39.8% |
| Admin fee / account holder | $887 | $3,313-73.2% | $13,129-93.2% | $3,203-72.3% |