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 | $30,000 | $180,749-83.4% | $160,784-81.3% | $137,256-78.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.15% | 2234.46%-2217.3pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,393 | $4,155-18.3% | $3,733-9.1% | $4,156-18.4% |
| Participant deferral / active EE | $5,671 | $6,844-17.1% | $6,293-9.9% | $6,407-11.5% |
| Admin fee / account holder | $737 | $10,397-92.9% | $9,717-92.4% | $12,270-94.0% |