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 | $53,846 | $81,446-33.9% | $103,374-47.9% | $80,874-33.4% |
| Participation rate | 75.4% | 66.9%+8.6pp | 74.5%+0.9pp | 67.6%+7.8pp |
| Annual return | 11.52% | 25.57%-14.0pp | 24.89%-13.4pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,043 | $3,107-66.4% | $3,869-73.0% | $2,756-62.1% |
| Participant deferral / active EE | $1,621 | $3,870-58.1% | $5,058-67.9% | $4,297-62.3% |
| Admin fee / account holder | $1,218 | $6,715-81.9% | $8,394-85.5% | $6,935-82.4% |