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 | $5,918 | $149,040-96.0% | $120,225-95.1% | $137,256-95.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.47% | 605.68%-586.2pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $609 | $4,350-86.0% | $3,475-82.5% | $4,156-85.3% |
| Participant deferral / active EE | $794 | $4,655-82.9% | $3,999-80.2% | $6,407-87.6% |
| Admin fee / account holder | $1,225 | $6,348-80.7% | $5,696-78.5% | $12,270-90.0% |