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 | $21,031 | $111,535-81.1% | $105,223-80.0% | $137,256-84.7% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 19.02% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,958 | $3,939-50.3% | $3,689-46.9% | $4,156-52.9% |
| Participant deferral / active EE | $3,504 | $5,500-36.3% | $5,072-30.9% | $6,407-45.3% |
| Admin fee / account holder | $3,665 | $9,721-62.3% | $8,859-58.6% | $12,270-70.1% |