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 4-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 | $26,174 | $102,382-74.4% | $147,005-82.2% | $80,874-67.6% |
| Participation rate | 70.1% | 75.8%-5.7pp | 82.2%-12.0pp | 67.6%+2.5pp |
| Annual return | 29.17% | 134.89%-105.7pp | 418.76%-389.6pp | 35.62%-6.5pp |
| Employer contribution / active EE | $3,763 | $3,715+1.3% | $4,934-23.7% | $2,756+36.6% |
| Participant deferral / active EE | $7,098 | $6,646+6.8% | $8,070-12.0% | $4,297+65.2% |
| Admin fee / account holder | $6,572 | $7,942-17.3% | $13,006-49.5% | $6,935-5.2% |