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 7-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 | $30,278 | $45,312-33.2% | $86,233-64.9% | $67,986-55.5% |
| Participation rate | 70.2% | 42.4%+27.8pp | 69.0%+1.2pp | 57.2%+13.0pp |
| Annual return | 19.98% | 24.79%-4.8pp | 61.39%-41.4pp | 31.67%-11.7pp |
| Employer contribution / active EE | $480 | $1,160-58.6% | $2,504-80.8% | $2,019-76.2% |
| Participant deferral / active EE | $2,460 | $2,185+12.6% | $4,559-46.0% | $3,358-26.7% |
| Admin fee / account holder | $1,809 | $3,295-45.1% | $8,342-78.3% | $3,203-43.5% |