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 | $89,419 | $180,749-50.5% | $160,784-44.4% | $137,256-34.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.46% | 2234.46%-2209.0pp | 1803.92%-1778.5pp | 220.34%-194.9pp |
| Employer contribution / active EE | $6,000 | $4,155+44.4% | $3,733+60.7% | $4,156+44.4% |
| Participant deferral / active EE | $13,625 | $6,844+99.1% | $6,293+116.5% | $6,407+112.7% |
| Admin fee / account holder | $310 | $10,397-97.0% | $9,717-96.8% | $12,270-97.5% |