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 5-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 | $46,041 | $101,763-54.8% | $164,866-72.1% | $80,874-43.1% |
| Participation rate | 89.5% | 71.8%+17.7pp | 78.6%+10.9pp | 67.6%+21.8pp |
| Annual return | 13.22% | 16.73%-3.5pp | 69.97%-56.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,758 | $2,954-40.5% | $4,343-59.5% | $2,756-36.2% |
| Participant deferral / active EE | $3,650 | $4,477-18.5% | $6,033-39.5% | $4,297-15.1% |
| Admin fee / account holder | $1,631 | $8,228-80.2% | $12,689-87.1% | $6,935-76.5% |