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 | $25,655 | $57,590-55.5% | $86,233-70.2% | $82,448-68.9% |
| Participation rate | 88.2% | 57.9%+30.4pp | 69.0%+19.2pp | 68.1%+20.2pp |
| Annual return | 19.30% | 22.41%-3.1pp | 61.39%-42.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,611 | $1,655+57.7% | $2,504+4.2% | $2,551+2.3% |
| Participant deferral / active EE | $3,115 | $3,080+1.1% | $4,559-31.7% | $4,139-24.8% |
| Admin fee / account holder | $1,657 | $4,730-65.0% | $8,342-80.1% | $7,234-77.1% |