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 6-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 | $13,851 | $72,071-80.8% | $68,368-79.7% | $137,256-89.9% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 13.70% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,337 | $2,788-52.0% | $2,649-49.5% | $4,156-67.8% |
| Participant deferral / active EE | $3,005 | $4,410-31.9% | $4,123-27.1% | $6,407-53.1% |
| Admin fee / account holder | $4,020 | $5,336-24.7% | $5,150-21.9% | $12,270-67.2% |