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 | $5,911 | $67,823-91.3% | $52,425-88.7% | $137,256-95.7% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 17.13% | 219.11%-202.0pp | 302.12%-285.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $275 | $1,163-76.4% | $914-69.9% | $4,156-93.4% |
| Participant deferral / active EE | $830 | $2,288-63.7% | $1,790-53.6% | $6,407-87.0% |
| Admin fee / account holder | $1,169 | $2,844-58.9% | $2,495-53.1% | $12,270-90.5% |