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 6-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 | $20,753 | $72,071-71.2% | $68,368-69.6% | $137,256-84.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.41% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,252 | $2,788-55.1% | $2,649-52.7% | $4,156-69.9% |
| Participant deferral / active EE | $3,799 | $4,410-13.8% | $4,123-7.8% | $6,407-40.7% |
| Admin fee / account holder | $331 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |