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 | $24,955 | $159,934-84.4% | $147,005-83.0% | $145,959-82.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.44% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,966 | $5,287-62.8% | $4,934-60.2% | $4,661-57.8% |
| Participant deferral / active EE | $4,117 | $8,427-51.2% | $8,070-49.0% | $6,689-38.5% |
| Admin fee / account holder | $426 | $15,053-97.2% | $13,006-96.7% | $13,398-96.8% |