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 | $47,152 | $112,729-58.2% | $98,716-52.2% | $137,256-65.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.47% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,542 | $2,725-43.4% | $2,279-32.3% | $4,156-62.9% |
| Participant deferral / active EE | $3,855 | $4,640-16.9% | $4,048-4.8% | $6,407-39.8% |
| Admin fee / account holder | $367 | $10,129-96.4% | $8,703-95.8% | $12,270-97.0% |