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 6-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 | $24,283 | $67,894-64.2% | $89,340-72.8% | $82,448-70.5% |
| Participation rate | 88.2% | 64.0%+24.2pp | 69.6%+18.7pp | 68.1%+20.2pp |
| Annual return | 17.92% | 19.21%-1.3pp | 20.57%-2.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $716 | $1,828-60.8% | $2,231-67.9% | $2,551-71.9% |
| Participant deferral / active EE | $3,133 | $3,072+2.0% | $3,823-18.0% | $4,139-24.3% |
| Admin fee / account holder | $1,225 | $5,723-78.6% | $6,704-81.7% | $7,234-83.1% |