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 | $35,964 | $51,638-30.4% | $68,368-47.4% | $82,448-56.4% |
| Participation rate | 84.5% | 63.6%+20.9pp | 73.8%+10.7pp | 68.1%+16.4pp |
| Annual return | 28.75% | 37.53%-8.8pp | 292.57%-263.8pp | 41.64%-12.9pp |
| Employer contribution / active EE | $3,696 | $2,047+80.6% | $2,649+39.5% | $2,551+44.9% |
| Participant deferral / active EE | $6,524 | $2,914+123.9% | $4,123+58.3% | $4,139+57.6% |
| Admin fee / account holder | $6,731 | $4,643+45.0% | $5,150+30.7% | $7,234-7.0% |