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 3-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 | $24,985 | $132,634-81.2% | $115,768-78.4% | $137,256-81.8% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.4%+16.1pp | 80.0%+10.5pp |
| Annual return | 28.48% | 160.70%-132.2pp | 100.46%-72.0pp | 220.34%-191.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,419 | $5,619+156.6% | $4,917+193.3% | $6,407+125.1% |
| Admin fee / account holder | $5,259 | $15,028-65.0% | $12,439-57.7% | $12,270-57.1% |