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 | $42,718 | $81,233-47.4% | $155,567-72.5% | $80,874-47.2% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 15.18% | 33.33%-18.1pp | 64.74%-49.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,535 | $3,101-18.3% | $4,674-45.8% | $2,756-8.0% |
| Participant deferral / active EE | $5,240 | $3,452+51.8% | $5,628-6.9% | $4,297+21.9% |
| Admin fee / account holder | $6,952 | $7,998-13.1% | $15,916-56.3% | $6,935+0.2% |