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 | $39,040 | $102,245-61.8% | $89,340-56.3% | $137,256-71.6% |
| Participation rate | 88.2% | 74.9%+13.3pp | 69.6%+18.7pp | 80.0%+8.3pp |
| Annual return | 15.01% | 21.89%-6.9pp | 20.57%-5.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,136 | $2,529-15.6% | $2,231-4.3% | $4,156-48.6% |
| Participant deferral / active EE | $2,265 | $4,436-48.9% | $3,823-40.7% | $6,407-64.6% |
| Admin fee / account holder | $1,700 | $8,085-79.0% | $6,704-74.6% | $12,270-86.1% |