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 | $43,960 | $76,407-42.5% | $150,298-70.8% | $82,448-46.7% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 13.57% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,539 | $2,614-41.1% | $4,154-63.0% | $2,551-39.7% |
| Participant deferral / active EE | $3,561 | $3,214+10.8% | $5,453-34.7% | $4,139-14.0% |
| Admin fee / account holder | $1,689 | $6,352-73.4% | $14,116-88.0% | $7,234-76.7% |