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 | $52,970 | $76,407-30.7% | $150,298-64.8% | $82,448-35.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 23.29% | 39.99%-16.7pp | 62.79%-39.5pp | 41.64%-18.4pp |
| Employer contribution / active EE | $3,026 | $2,614+15.7% | $4,154-27.2% | $2,551+18.6% |
| Participant deferral / active EE | $4,329 | $3,214+34.7% | $5,453-20.6% | $4,139+4.6% |
| Admin fee / account holder | $1,322 | $6,352-79.2% | $14,116-90.6% | $7,234-81.7% |