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 | $23,438 | $45,343-48.3% | $150,298-84.4% | $67,986-65.5% |
| Participation rate | 98.1% | 51.9%+46.2pp | 77.8%+20.3pp | 57.2%+40.9pp |
| Annual return | 20.74% | 33.28%-12.5pp | 62.79%-42.0pp | 31.67%-10.9pp |
| Employer contribution / active EE | $1,304 | $1,462-10.8% | $4,154-68.6% | $2,019-35.4% |
| Participant deferral / active EE | $2,335 | $2,055+13.7% | $5,453-57.2% | $3,358-30.5% |
| Admin fee / account holder | $1,105 | $2,250-50.9% | $14,116-92.2% | $3,203-65.5% |