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 3-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 | $24,905 | $88,672-71.9% | $105,223-76.3% | $82,448-69.8% |
| Participation rate | 95.7% | 67.9%+27.8pp | 75.0%+20.7pp | 68.1%+27.7pp |
| Annual return | 21.16% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,698 | $3,048-11.5% | $3,689-26.8% | $2,551+5.8% |
| Participant deferral / active EE | $6,307 | $4,036+56.3% | $5,072+24.4% | $4,139+52.4% |
| Admin fee / account holder | $7,775 | $7,146+8.8% | $8,859-12.2% | $7,234+7.5% |