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 | $24,506 | $159,934-84.7% | $147,005-83.3% | $145,959-83.2% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 97.31% | 98.24%-0.9pp | 418.76%-321.5pp | 561.95%-464.6pp |
| Employer contribution / active EE | $1,738 | $5,287-67.1% | $4,934-64.8% | $4,661-62.7% |
| Participant deferral / active EE | $3,075 | $8,427-63.5% | $8,070-61.9% | $6,689-54.0% |
| Admin fee / account holder | $473 | $15,053-96.9% | $13,006-96.4% | $13,398-96.5% |