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 | $6,484 | $72,071-91.0% | $68,368-90.5% | $137,256-95.3% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.0%+2.4pp |
| Annual return | 23.34% | 353.14%-329.8pp | 292.57%-269.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,267 | $4,410-48.6% | $4,123-45.0% | $6,407-64.6% |
| Admin fee / account holder | $441 | $5,336-91.7% | $5,150-91.4% | $12,270-96.4% |