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 4-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 | $45,542 | $58,627-22.3% | $76,735-40.7% | $82,448-44.8% |
| Participation rate | 82.1% | 63.2%+18.9pp | 69.5%+12.6pp | 68.1%+14.1pp |
| Annual return | 18.66% | 39.10%-20.4pp | 29.77%-11.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,810 | $1,729+4.7% | $2,454-26.2% | $2,551-29.0% |
| Participant deferral / active EE | $6,828 | $3,134+117.9% | $4,088+67.0% | $4,139+64.9% |
| Admin fee / account holder | $2,505 | $5,323-52.9% | $7,189-65.2% | $7,234-65.4% |