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 5-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 | $41,329 | $57,590-28.2% | $86,233-52.1% | $82,448-49.9% |
| Participation rate | 70.0% | 57.9%+12.1pp | 69.0%+1.0pp | 68.1%+1.9pp |
| Annual return | 67.76% | 22.41%+45.3pp | 61.39%+6.4pp | 41.64%+26.1pp |
| Employer contribution / active EE | $1,825 | $1,655+10.2% | $2,504-27.1% | $2,551-28.5% |
| Participant deferral / active EE | $1,898 | $3,080-38.4% | $4,559-58.4% | $4,139-54.2% |
| Admin fee / account holder | $854 | $4,730-82.0% | $8,342-89.8% | $7,234-88.2% |