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 | $29,190 | $80,812-63.9% | $160,784-81.8% | $82,448-64.6% |
| Participation rate | 75.4% | 66.2%+9.2pp | 77.0%-1.5pp | 68.1%+7.4pp |
| Annual return | 15.88% | 100.59%-84.7pp | 1803.92%-1788.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,034 | $2,174-6.4% | $3,733-45.5% | $2,551-20.3% |
| Participant deferral / active EE | $4,526 | $4,335+4.4% | $6,293-28.1% | $4,139+9.3% |
| Admin fee / account holder | $4,228 | $7,695-45.1% | $9,717-56.5% | $7,234-41.6% |