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 8-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 | $39,089 | $106,749-63.4% | $145,433-73.1% | $82,448-52.6% |
| Participation rate | 74.0% | 75.6%-1.7pp | 82.1%-8.1pp | 68.1%+5.9pp |
| Annual return | 15.38% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,500 | $3,444-27.4% | $4,554-45.1% | $2,551-2.0% |
| Participant deferral / active EE | $6,464 | $6,519-0.8% | $7,897-18.1% | $4,139+56.2% |
| Admin fee / account holder | $6,875 | $8,390-18.1% | $13,129-47.6% | $7,234-5.0% |