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 8-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 | $46,491 | $57,590-19.3% | $86,233-46.1% | $82,448-43.6% |
| Participation rate | 78.7% | 57.9%+20.9pp | 69.0%+9.7pp | 68.1%+10.7pp |
| Annual return | 20.61% | 22.41%-1.8pp | 61.39%-40.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,463 | $1,655-11.6% | $2,504-41.6% | $2,551-42.7% |
| Participant deferral / active EE | $5,739 | $3,080+86.3% | $4,559+25.9% | $4,139+38.7% |
| Admin fee / account holder | $2,507 | $4,730-47.0% | $8,342-69.9% | $7,234-65.3% |