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 9-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 | $45,172 | $106,749-57.7% | $145,433-68.9% | $82,448-45.2% |
| Participation rate | 83.1% | 75.6%+7.4pp | 82.1%+1.0pp | 68.1%+15.0pp |
| Annual return | 18.65% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,971 | $3,444-13.8% | $4,554-34.8% | $2,551+16.5% |
| Participant deferral / active EE | $5,377 | $6,519-17.5% | $7,897-31.9% | $4,139+29.9% |
| Admin fee / account holder | $1,492 | $8,390-82.2% | $13,129-88.6% | $7,234-79.4% |