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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,871 | $51,638-63.5% | $68,368-72.4% | $82,448-77.1% |
| Participation rate | 98.0% | 63.6%+34.4pp | 73.8%+24.2pp | 68.1%+29.9pp |
| Annual return | 12.96% | 37.53%-24.6pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $653 | $2,047-68.1% | $2,649-75.3% | $2,551-74.4% |
| Participant deferral / active EE | $1,682 | $2,914-42.3% | $4,123-59.2% | $4,139-59.4% |
| Admin fee / account holder | $2,231 | $4,643-51.9% | $5,150-56.7% | $7,234-69.2% |