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 | $57,926 | $100,970-42.6% | $96,576-40.0% | $137,256-57.8% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 13.80% | 38.16%-24.4pp | 38.47%-24.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,908 | $3,809-49.9% | $3,553-46.3% | $4,156-54.1% |
| Participant deferral / active EE | $3,518 | $8,286-57.5% | $7,956-55.8% | $6,407-45.1% |
| Admin fee / account holder | $1,000 | $11,312-91.2% | $11,381-91.2% | $12,270-91.9% |