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 3-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 | $2,911 | $72,071-96.0% | $68,368-95.7% | $137,256-97.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 21.11% | 353.14%-332.0pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $493 | $2,788-82.3% | $2,649-81.4% | $4,156-88.1% |
| Participant deferral / active EE | $880 | $4,410-80.0% | $4,123-78.7% | $6,407-86.3% |
| Admin fee / account holder | $875 | $5,336-83.6% | $5,150-83.0% | $12,270-92.9% |