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 | $53,583 | $72,071-25.7% | $68,368-21.6% | $137,256-61.0% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.0%-6.0pp |
| Annual return | 16.41% | 353.14%-336.7pp | 292.57%-276.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,919 | $2,788+40.6% | $2,649+47.9% | $4,156-5.7% |
| Participant deferral / active EE | $8,800 | $4,410+99.5% | $4,123+113.4% | $6,407+37.4% |
| Admin fee / account holder | $12,214 | $5,336+128.9% | $5,150+137.2% | $12,270-0.5% |