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 | $57,436 | $51,638+11.2% | $68,368-16.0% | $82,448-30.3% |
| Participation rate | 70.8% | 63.6%+7.2pp | 73.8%-3.0pp | 68.1%+2.7pp |
| Annual return | 20.94% | 37.53%-16.6pp | 292.57%-271.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,226 | $2,047-40.1% | $2,649-53.7% | $2,551-51.9% |
| Participant deferral / active EE | $2,926 | $2,914+0.4% | $4,123-29.0% | $4,139-29.3% |
| Admin fee / account holder | $1,991 | $4,643-57.1% | $5,150-61.3% | $7,234-72.5% |