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 | $8,292 | $72,071-88.5% | $68,368-87.9% | $137,256-94.0% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 29.81% | 353.14%-323.3pp | 292.57%-262.8pp | 220.34%-190.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,303 | $4,410-25.1% | $4,123-19.9% | $6,407-48.4% |
| Admin fee / account holder | $545 | $5,336-89.8% | $5,150-89.4% | $12,270-95.6% |