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 | $42,796 | $108,825-60.7% | $156,181-72.6% | $82,448-48.1% |
| Participation rate | 84.2% | 72.4%+11.8pp | 78.8%+5.4pp | 68.1%+16.1pp |
| Annual return | 17.13% | 20.59%-3.5pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,276 | $2,870-20.7% | $4,294-47.0% | $2,551-10.8% |
| Participant deferral / active EE | $3,869 | $4,577-15.5% | $6,132-36.9% | $4,139-6.5% |
| Admin fee / account holder | $2,165 | $9,341-76.8% | $14,586-85.2% | $7,234-70.1% |