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 10-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 | $54,254 | $106,749-49.2% | $145,433-62.7% | $82,448-34.2% |
| Participation rate | 76.5% | 75.6%+0.8pp | 82.1%-5.6pp | 68.1%+8.4pp |
| Annual return | 16.16% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $924 | $3,444-73.2% | $4,554-79.7% | $2,551-63.8% |
| Participant deferral / active EE | $5,116 | $6,519-21.5% | $7,897-35.2% | $4,139+23.6% |
| Admin fee / account holder | $1,035 | $8,390-87.7% | $13,129-92.1% | $7,234-85.7% |