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 7-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 | $35,870 | $124,425-71.2% | $112,040-68.0% | $137,256-73.9% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 15.70% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,553 | $3,411-54.5% | $2,954-47.4% | $4,156-62.6% |
| Participant deferral / active EE | $2,398 | $5,718-58.1% | $5,098-52.9% | $6,407-62.6% |
| Admin fee / account holder | $782 | $15,207-94.9% | $12,098-93.5% | $12,270-93.6% |