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 6-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 | $3,960 | $51,638-92.3% | $68,368-94.2% | $82,448-95.2% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 35.83% | 37.53%-1.7pp | 292.57%-256.7pp | 41.64%-5.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,711 | $2,914-41.3% | $4,123-58.5% | $4,139-58.7% |
| Admin fee / account holder | $1,120 | $4,643-75.9% | $5,150-78.3% | $7,234-84.5% |