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 | $22,902 | $172,111-86.7% | $150,298-84.8% | $137,256-83.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.62% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,066 | $4,636-77.0% | $4,154-74.3% | $4,156-74.4% |
| Participant deferral / active EE | $3,371 | $6,166-45.3% | $5,453-38.2% | $6,407-47.4% |
| Admin fee / account holder | $706 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |