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 | $55,703 | $101,618-45.2% | $93,063-40.1% | $137,256-59.4% |
| Participation rate | 76.5% | 74.9%+1.5pp | 72.1%+4.4pp | 80.0%-3.5pp |
| Annual return | 15.44% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $960 | $2,707-64.5% | $2,476-61.2% | $4,156-76.9% |
| Participant deferral / active EE | $2,139 | $4,279-50.0% | $3,958-46.0% | $6,407-66.6% |
| Admin fee / account holder | $858 | $6,198-86.2% | $6,033-85.8% | $12,270-93.0% |