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 | $35,010 | $76,407-54.2% | $150,298-76.7% | $82,448-57.5% |
| Participation rate | 95.7% | 66.4%+29.3pp | 77.8%+17.9pp | 68.1%+27.6pp |
| Annual return | 20.37% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,761 | $2,614-32.6% | $4,154-57.6% | $2,551-31.0% |
| Participant deferral / active EE | $2,714 | $3,214-15.6% | $5,453-50.2% | $4,139-34.4% |
| Admin fee / account holder | $3,742 | $6,352-41.1% | $14,116-73.5% | $7,234-48.3% |