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 | $28,338 | $106,749-73.5% | $145,433-80.5% | $82,448-65.6% |
| Participation rate | 84.5% | 75.6%+8.9pp | 82.1%+2.4pp | 68.1%+16.5pp |
| Annual return | 16.80% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,408 | $3,444-59.1% | $4,554-69.1% | $2,551-44.8% |
| Participant deferral / active EE | $5,740 | $6,519-11.9% | $7,897-27.3% | $4,139+38.7% |
| Admin fee / account holder | $2,880 | $8,390-65.7% | $13,129-78.1% | $7,234-60.2% |