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 | $23,848 | $81,446-70.7% | $103,374-76.9% | $80,874-70.5% |
| Participation rate | 82.8% | 66.9%+15.9pp | 74.5%+8.2pp | 67.6%+15.1pp |
| Annual return | 15.73% | 25.57%-9.8pp | 24.89%-9.2pp | 35.62%-19.9pp |
| Employer contribution / active EE | $2,631 | $3,107-15.3% | $3,869-32.0% | $2,756-4.5% |
| Participant deferral / active EE | $4,719 | $3,870+21.9% | $5,058-6.7% | $4,297+9.8% |
| Admin fee / account holder | $3,710 | $6,715-44.8% | $8,394-55.8% | $6,935-46.5% |