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 8-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 | $24,466 | $180,749-86.5% | $160,784-84.8% | $137,256-82.2% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 16.94% | 2234.46%-2217.5pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,334 | $4,155-67.9% | $3,733-64.3% | $4,156-67.9% |
| Participant deferral / active EE | $3,858 | $6,844-43.6% | $6,293-38.7% | $6,407-39.8% |
| Admin fee / account holder | $1,159 | $10,397-88.9% | $9,717-88.1% | $12,270-90.6% |