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 | $36,048 | $86,922-58.5% | $102,438-64.8% | $80,874-55.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.33% | 18.90%-7.6pp | 29.37%-18.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,852 | $2,369-21.8% | $3,024-38.7% | $2,756-32.8% |
| Participant deferral / active EE | $3,047 | $4,119-26.0% | $5,054-39.7% | $4,297-29.1% |
| Admin fee / account holder | $3,971 | $8,050-50.7% | $9,448-58.0% | $6,935-42.7% |