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 7-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 | $35,077 | $76,407-54.1% | $150,298-76.7% | $82,448-57.5% |
| Participation rate | 89.4% | 66.4%+23.0pp | 77.8%+11.6pp | 68.1%+21.3pp |
| Annual return | 18.38% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,389 | $2,614-8.6% | $4,154-42.5% | $2,551-6.4% |
| Participant deferral / active EE | $3,790 | $3,214+17.9% | $5,453-30.5% | $4,139-8.4% |
| Admin fee / account holder | $521 | $6,352-91.8% | $14,116-96.3% | $7,234-92.8% |