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 8-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 | $52,101 | $159,934-67.4% | $147,005-64.6% | $145,959-64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 98.24%-87.9pp | 418.76%-408.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,518 | $5,287-71.3% | $4,934-69.2% | $4,661-67.4% |
| Participant deferral / active EE | $4,067 | $8,427-51.7% | $8,070-49.6% | $6,689-39.2% |
| Admin fee / account holder | $535 | $15,053-96.4% | $13,006-95.9% | $13,398-96.0% |