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 | $35,223 | $76,407-53.9% | $150,298-76.6% | $82,448-57.3% |
| Participation rate | 96.1% | 66.4%+29.7pp | 77.8%+18.3pp | 68.1%+28.0pp |
| Annual return | 15.20% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,832 | $2,614-29.9% | $4,154-55.9% | $2,551-28.2% |
| Participant deferral / active EE | $3,667 | $3,214+14.1% | $5,453-32.8% | $4,139-11.4% |
| Admin fee / account holder | $5,428 | $6,352-14.5% | $14,116-61.5% | $7,234-25.0% |