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 | $19,520 | $76,407-74.5% | $150,298-87.0% | $82,448-76.3% |
| Participation rate | 95.5% | 66.4%+29.1pp | 77.8%+17.8pp | 68.1%+27.5pp |
| Annual return | 16.85% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,776 | $2,614-32.1% | $4,154-57.2% | $2,551-30.4% |
| Participant deferral / active EE | $2,932 | $3,214-8.8% | $5,453-46.2% | $4,139-29.2% |
| Admin fee / account holder | $1,672 | $6,352-73.7% | $14,116-88.2% | $7,234-76.9% |