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 10-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 | $11,791 | $68,097-82.7% | $62,929-81.3% | $137,256-91.4% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.0%-3.0pp |
| Annual return | 14.60% | 1859.11%-1844.5pp | 1063.93%-1049.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $856 | $2,811-69.5% | $2,505-65.8% | $4,156-79.4% |
| Participant deferral / active EE | $871 | $4,553-80.9% | $3,888-77.6% | $6,407-86.4% |
| Admin fee / account holder | $971 | $6,521-85.1% | $5,065-80.8% | $12,270-92.1% |