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 | $49,872 | $132,634-62.4% | $115,768-56.9% | $137,256-63.7% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.4%+20.1pp | 80.0%+14.5pp |
| Annual return | 18.16% | 160.70%-142.5pp | 100.46%-82.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,647 | $3,360-51.0% | $2,940-44.0% | $4,156-60.4% |
| Participant deferral / active EE | $2,897 | $5,619-48.4% | $4,917-41.1% | $6,407-54.8% |
| Admin fee / account holder | $2,501 | $15,028-83.4% | $12,439-79.9% | $12,270-79.6% |