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 | $3,962 | $68,097-94.2% | $62,929-93.7% | $137,256-97.1% |
| Participation rate | 70.6% | 77.4%-6.9pp | 73.1%-2.5pp | 80.0%-9.4pp |
| Annual return | 22.27% | 1859.11%-1836.8pp | 1063.93%-1041.7pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $983 | $4,553-78.4% | $3,888-74.7% | $6,407-84.7% |
| Admin fee / account holder | $426 | $6,521-93.5% | $5,065-91.6% | $12,270-96.5% |