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 | $26,282 | $88,672-70.4% | $105,223-75.0% | $82,448-68.1% |
| Participation rate | 96.4% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.3pp |
| Annual return | 20.41% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,689 | $3,048-11.8% | $3,689-27.1% | $2,551+5.4% |
| Participant deferral / active EE | $3,317 | $4,036-17.8% | $5,072-34.6% | $4,139-19.9% |
| Admin fee / account holder | $2,918 | $7,146-59.2% | $8,859-67.1% | $7,234-59.7% |