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 | $15,459 | $80,812-80.9% | $160,784-90.4% | $82,448-81.2% |
| Participation rate | 96.2% | 66.2%+30.0pp | 77.0%+19.2pp | 68.1%+28.1pp |
| Annual return | 21.63% | 100.59%-79.0pp | 1803.92%-1782.3pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,470 | $2,174-32.4% | $3,733-60.6% | $2,551-42.4% |
| Participant deferral / active EE | $2,026 | $4,335-53.3% | $6,293-67.8% | $4,139-51.1% |
| Admin fee / account holder | $697 | $7,695-90.9% | $9,717-92.8% | $7,234-90.4% |