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 5-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 | $8,930 | $76,407-88.3% | $150,298-94.1% | $82,448-89.2% |
| Participation rate | 94.0% | 66.4%+27.6pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 22.63% | 39.99%-17.4pp | 62.79%-40.2pp | 41.64%-19.0pp |
| Employer contribution / active EE | $2,581 | $2,614-1.3% | $4,154-37.9% | $2,551+1.2% |
| Participant deferral / active EE | $3,050 | $3,214-5.1% | $5,453-44.1% | $4,139-26.3% |
| Admin fee / account holder | $1,279 | $6,352-79.9% | $14,116-90.9% | $7,234-82.3% |