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 | $65,810 | $95,453-31.1% | $112,040-41.3% | $82,448-20.2% |
| Participation rate | 72.7% | 72.8%0pp | 76.5%-3.8pp | 68.1%+4.7pp |
| Annual return | 14.46% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,712 | $4,224-12.1% | $5,098-27.2% | $4,139-10.3% |
| Admin fee / account holder | $9,505 | $9,013+5.4% | $12,098-21.4% | $7,234+31.4% |