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 | $15,137 | $111,535-86.4% | $105,223-85.6% | $137,256-89.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 23.77% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,645 | $3,939-58.2% | $3,689-55.4% | $4,156-60.4% |
| Participant deferral / active EE | $3,486 | $5,500-36.6% | $5,072-31.3% | $6,407-45.6% |
| Admin fee / account holder | $2,364 | $9,721-75.7% | $8,859-73.3% | $12,270-80.7% |