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 | $24,168 | $45,343-46.7% | $150,298-83.9% | $67,986-64.5% |
| Participation rate | 79.8% | 51.9%+28.0pp | 77.8%+2.1pp | 57.2%+22.6pp |
| Annual return | 15.19% | 33.28%-18.1pp | 62.79%-47.6pp | 31.67%-16.5pp |
| Employer contribution / active EE | $1,375 | $1,462-6.0% | $4,154-66.9% | $2,019-31.9% |
| Participant deferral / active EE | $1,162 | $2,055-43.4% | $5,453-78.7% | $3,358-65.4% |
| Admin fee / account holder | $1,264 | $2,250-43.8% | $14,116-91.0% | $3,203-60.5% |