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.)
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 | $5,062 | $29,319-82.7% | $52,425-90.3% | $82,448-93.9% |
| Participation rate | 86.4% | 46.9%+39.5pp | 55.6%+30.7pp | 68.1%+18.3pp |
| Annual return | 13.36% | 535.20%-521.8pp | 302.12%-288.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $431 | $586-26.5% | $914-52.8% | $2,551-83.1% |
| Participant deferral / active EE | $1,267 | $1,171+8.2% | $1,790-29.2% | $4,139-69.4% |
| Admin fee / account holder | $656 | $1,962-66.6% | $2,495-73.7% | $7,234-90.9% |