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 3-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 | $26,729 | $64,517-58.6% | $81,438-67.2% | $80,874-67.0% |
| Participation rate | 88.9% | 63.9%+25.0pp | 69.5%+19.4pp | 67.6%+21.2pp |
| Annual return | 72.49% | 16.35%+56.1pp | 24.74%+47.7pp | 35.62%+36.9pp |
| Employer contribution / active EE | $1,243 | $1,982-37.3% | $2,460-49.5% | $2,756-54.9% |
| Participant deferral / active EE | $7,494 | $3,096+142.1% | $3,883+93.0% | $4,297+74.4% |
| Admin fee / account holder | $1,069 | $5,677-81.2% | $5,764-81.5% | $6,935-84.6% |