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 | $29,065 | $159,934-81.8% | $147,005-80.2% | $145,959-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.09% | 98.24%-76.2pp | 418.76%-396.7pp | 561.95%-539.9pp |
| Employer contribution / active EE | $3,424 | $5,287-35.3% | $4,934-30.6% | $4,661-26.5% |
| Participant deferral / active EE | $9,398 | $8,427+11.5% | $8,070+16.5% | $6,689+40.5% |
| Admin fee / account holder | $1,645 | $15,053-89.1% | $13,006-87.4% | $13,398-87.7% |