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 | $21,222 | $111,535-81.0% | $105,223-79.8% | $137,256-84.5% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 80.0%+7.0pp |
| Annual return | 24.96% | 237.85%-212.9pp | 180.65%-155.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $3,226 | $3,939-18.1% | $3,689-12.5% | $4,156-22.4% |
| Participant deferral / active EE | $6,166 | $5,500+12.1% | $5,072+21.6% | $6,407-3.8% |
| Admin fee / account holder | $1,244 | $9,721-87.2% | $8,859-86.0% | $12,270-89.9% |