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 5-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 | $45,582 | $106,749-57.3% | $145,433-68.7% | $82,448-44.7% |
| Participation rate | 78.3% | 75.6%+2.6pp | 82.1%-3.9pp | 68.1%+10.2pp |
| Annual return | 17.26% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,507 | $3,444-27.2% | $4,554-45.0% | $2,551-1.7% |
| Participant deferral / active EE | $4,665 | $6,519-28.4% | $7,897-40.9% | $4,139+12.7% |
| Admin fee / account holder | $3,838 | $8,390-54.3% | $13,129-70.8% | $7,234-46.9% |