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 | $29,593 | $88,710-66.6% | $81,783-63.8% | $145,959-79.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 23.31% | 1027.26%-1003.9pp | 775.05%-751.7pp | 561.95%-538.6pp |
| Employer contribution / active EE | $1,340 | $3,083-56.5% | $2,913-54.0% | $4,661-71.3% |
| Participant deferral / active EE | $6,189 | $4,645+33.2% | $4,320+43.2% | $6,689-7.5% |
| Admin fee / account holder | $2,294 | $8,407-72.7% | $7,380-68.9% | $13,398-82.9% |