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 | $2,863 | $67,823-95.8% | $52,425-94.5% | $137,256-97.9% |
| Participation rate | 90.9% | 63.9%+27.0pp | 55.6%+35.3pp | 80.0%+10.9pp |
| Annual return | 21.42% | 219.11%-197.7pp | 302.12%-280.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,073 | $2,288-53.1% | $1,790-40.1% | $6,407-83.3% |
| Admin fee / account holder | $1,228 | $2,844-56.8% | $2,495-50.8% | $12,270-90.0% |