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 | $17,653 | $159,934-89.0% | $147,005-88.0% | $145,959-87.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 54.01% | 98.24%-44.2pp | 418.76%-364.8pp | 561.95%-507.9pp |
| Employer contribution / active EE | $1,672 | $5,287-68.4% | $4,934-66.1% | $4,661-64.1% |
| Participant deferral / active EE | $4,158 | $8,427-50.7% | $8,070-48.5% | $6,689-37.8% |
| Admin fee / account holder | $519 | $15,053-96.6% | $13,006-96.0% | $13,398-96.1% |