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 5-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 | $4,108 | $29,319-86.0% | $52,425-92.2% | $82,448-95.0% |
| Participation rate | 97.4% | 46.9%+50.5pp | 55.6%+41.7pp | 68.1%+29.3pp |
| Annual return | 16.93% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,284 | $1,171+9.6% | $1,790-28.3% | $4,139-69.0% |
| Admin fee / account holder | $613 | $1,962-68.7% | $2,495-75.4% | $7,234-91.5% |