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 | $56,356 | $124,425-54.7% | $112,040-49.7% | $137,256-58.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.57% | 24.72%-10.1pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,926 | $3,411-43.5% | $2,954-34.8% | $4,156-53.7% |
| Participant deferral / active EE | $5,422 | $5,718-5.2% | $5,098+6.4% | $6,407-15.4% |
| Admin fee / account holder | $1,392 | $15,207-90.8% | $12,098-88.5% | $12,270-88.7% |