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 | $51,259 | $106,749-52.0% | $145,433-64.8% | $82,448-37.8% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 26.00% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.6pp |
| Employer contribution / active EE | $5,919 | $3,444+71.8% | $4,554+30.0% | $2,551+132.0% |
| Participant deferral / active EE | $12,843 | $6,519+97.0% | $7,897+62.6% | $4,139+210.3% |
| Admin fee / account holder | $1,332 | $8,390-84.1% | $13,129-89.9% | $7,234-81.6% |