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 | $48,267 | $86,922-44.5% | $102,438-52.9% | $80,874-40.3% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.6%+23.5pp |
| Annual return | 16.93% | 18.90%-2.0pp | 29.37%-12.4pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,798 | $2,369-24.1% | $3,024-40.5% | $2,756-34.8% |
| Participant deferral / active EE | $3,960 | $4,119-3.9% | $5,054-21.6% | $4,297-7.8% |
| Admin fee / account holder | $516 | $8,050-93.6% | $9,448-94.5% | $6,935-92.6% |