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 | $64,114 | $112,729-43.1% | $98,716-35.1% | $137,256-53.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 16.78% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,004 | $2,725-63.2% | $2,279-55.9% | $4,156-75.8% |
| Participant deferral / active EE | $3,193 | $4,640-31.2% | $4,048-21.1% | $6,407-50.2% |
| Admin fee / account holder | $2,180 | $10,129-78.5% | $8,703-74.9% | $12,270-82.2% |