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 | $1,156 | $67,823-98.3% | $52,425-97.8% | $137,256-99.2% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 14.05% | 219.11%-205.1pp | 302.12%-288.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $424 | $1,163-63.6% | $914-53.7% | $4,156-89.8% |
| Participant deferral / active EE | $445 | $2,288-80.5% | $1,790-75.1% | $6,407-93.1% |
| Admin fee / account holder | $1,075 | $2,844-62.2% | $2,495-56.9% | $12,270-91.2% |