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 | $26,044 | $159,934-83.7% | $147,005-82.3% | $145,959-82.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.99% | 98.24%-83.2pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $3,125 | $5,287-40.9% | $4,934-36.7% | $4,661-32.9% |
| Participant deferral / active EE | $6,236 | $8,427-26.0% | $8,070-22.7% | $6,689-6.8% |
| Admin fee / account holder | $508 | $15,053-96.6% | $13,006-96.1% | $13,398-96.2% |