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 4-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 | $36,390 | $81,446-55.3% | $103,374-64.8% | $80,874-55.0% |
| Participation rate | 96.1% | 66.9%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 19.70% | 25.57%-5.9pp | 24.89%-5.2pp | 35.62%-15.9pp |
| Employer contribution / active EE | $2,959 | $3,107-4.8% | $3,869-23.5% | $2,756+7.4% |
| Participant deferral / active EE | $4,591 | $3,870+18.6% | $5,058-9.2% | $4,297+6.8% |
| Admin fee / account holder | $1,419 | $6,715-78.9% | $8,394-83.1% | $6,935-79.5% |