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 | $43,994 | $51,638-14.8% | $68,368-35.7% | $82,448-46.6% |
| Participation rate | 93.2% | 63.6%+29.6pp | 73.8%+19.4pp | 68.1%+25.1pp |
| Annual return | 18.55% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,560 | $2,047-23.8% | $2,649-41.1% | $2,551-38.8% |
| Participant deferral / active EE | $1,847 | $2,914-36.6% | $4,123-55.2% | $4,139-55.4% |
| Admin fee / account holder | $2,604 | $4,643-43.9% | $5,150-49.4% | $7,234-64.0% |