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 | $36,068 | $67,823-46.8% | $52,425-31.2% | $137,256-73.7% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 21.03% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,664 | $1,163+129.1% | $914+191.4% | $4,156-35.9% |
| Participant deferral / active EE | $5,144 | $2,288+124.8% | $1,790+187.3% | $6,407-19.7% |
| Admin fee / account holder | $3,158 | $2,844+11.0% | $2,495+26.6% | $12,270-74.3% |