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 | $17,334 | $67,823-74.4% | $52,425-66.9% | $137,256-87.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.15% | 219.11%-204.0pp | 302.12%-287.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,144 | $1,163+84.4% | $914+134.5% | $4,156-48.4% |
| Participant deferral / active EE | $3,178 | $2,288+38.9% | $1,790+77.5% | $6,407-50.4% |
| Admin fee / account holder | $2,518 | $2,844-11.5% | $2,495+0.9% | $12,270-79.5% |