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 | $41,846 | $81,446-48.6% | $103,374-59.5% | $80,874-48.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.59% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,771 | $3,107-43.0% | $3,869-54.2% | $2,756-35.7% |
| Participant deferral / active EE | $3,606 | $3,870-6.8% | $5,058-28.7% | $4,297-16.1% |
| Admin fee / account holder | $2,159 | $6,715-67.9% | $8,394-74.3% | $6,935-68.9% |