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 4-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 | $26,799 | $106,749-74.9% | $145,433-81.6% | $82,448-67.5% |
| Participation rate | 78.2% | 75.6%+2.5pp | 82.1%-3.9pp | 68.1%+10.1pp |
| Annual return | 19.01% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,559 | $3,444-54.7% | $4,554-65.8% | $2,551-38.9% |
| Participant deferral / active EE | $3,548 | $6,519-45.6% | $7,897-55.1% | $4,139-14.3% |
| Admin fee / account holder | $945 | $8,390-88.7% | $13,129-92.8% | $7,234-86.9% |