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 | $24,740 | $87,166-71.6% | $76,735-67.8% | $137,256-82.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.47% | 26.50%-6.0pp | 29.77%-9.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,501 | $2,904-48.3% | $2,454-38.8% | $4,156-63.9% |
| Participant deferral / active EE | $4,139 | $4,726-12.4% | $4,088+1.3% | $6,407-35.4% |
| Admin fee / account holder | $2,589 | $8,403-69.2% | $7,189-64.0% | $12,270-78.9% |