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 | $7,047 | $29,319-76.0% | $52,425-86.6% | $82,448-91.5% |
| Participation rate | 79.5% | 46.9%+32.7pp | 55.6%+23.9pp | 68.1%+11.5pp |
| Annual return | 23.71% | 535.20%-511.5pp | 302.12%-278.4pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,585 | $1,171+35.3% | $1,790-11.5% | $4,139-61.7% |
| Admin fee / account holder | $492 | $1,962-74.9% | $2,495-80.3% | $7,234-93.2% |