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 | $41,612 | $180,749-77.0% | $160,784-74.1% | $137,256-69.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 13.59% | 2234.46%-2220.9pp | 1803.92%-1790.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,866 | $4,155-55.1% | $3,733-50.0% | $4,156-55.1% |
| Participant deferral / active EE | $3,132 | $6,844-54.2% | $6,293-50.2% | $6,407-51.1% |
| Admin fee / account holder | $4,097 | $10,397-60.6% | $9,717-57.8% | $12,270-66.6% |