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 | $112,763 | $106,749+5.6% | $145,433-22.5% | $82,448+36.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.57% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,663 | $3,444-22.7% | $4,554-41.5% | $2,551+4.4% |
| Participant deferral / active EE | $4,954 | $6,519-24.0% | $7,897-37.3% | $4,139+19.7% |
| Admin fee / account holder | $5,847 | $8,390-30.3% | $13,129-55.5% | $7,234-19.2% |