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 | $54,207 | $97,125-44.2% | $86,233-37.1% | $137,256-60.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 18.66% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $499 | $2,841-82.4% | $2,504-80.1% | $4,156-88.0% |
| Participant deferral / active EE | $3,673 | $5,180-29.1% | $4,559-19.4% | $6,407-42.7% |
| Admin fee / account holder | $1,089 | $9,725-88.8% | $8,342-86.9% | $12,270-91.1% |