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 | $44,753 | $106,749-58.1% | $145,433-69.2% | $82,448-45.7% |
| Participation rate | 92.7% | 75.6%+17.0pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 17.65% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,340 | $3,444-32.1% | $4,554-48.6% | $2,551-8.3% |
| Participant deferral / active EE | $5,271 | $6,519-19.1% | $7,897-33.3% | $4,139+27.3% |
| Admin fee / account holder | $1,788 | $8,390-78.7% | $13,129-86.4% | $7,234-75.3% |