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 4-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 | $26,629 | $87,166-69.5% | $76,735-65.3% | $137,256-80.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 14.53% | 26.50%-12.0pp | 29.77%-15.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,339 | $2,904-19.5% | $2,454-4.7% | $4,156-43.7% |
| Participant deferral / active EE | $5,375 | $4,726+13.7% | $4,088+31.5% | $6,407-16.1% |
| Admin fee / account holder | $3,661 | $8,403-56.4% | $7,189-49.1% | $12,270-70.2% |