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 | $21,549 | $67,823-68.2% | $52,425-58.9% | $137,256-84.3% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 20.43% | 219.11%-198.7pp | 302.12%-281.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,789 | $1,163+53.8% | $914+95.7% | $4,156-57.0% |
| Participant deferral / active EE | $7,056 | $2,288+208.4% | $1,790+294.1% | $6,407+10.1% |
| Admin fee / account holder | $567 | $2,844-80.1% | $2,495-77.3% | $12,270-95.4% |