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 | $89,032 | $47,479+87.5% | $62,929+41.5% | $82,448+8.0% |
| Participation rate | 75.0% | 66.9%+8.1pp | 73.1%+1.9pp | 68.1%+6.9pp |
| Annual return | 10.48% | 20.34%-9.9pp | 1063.93%-1053.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,430 | $1,885-24.2% | $2,505-42.9% | $2,551-43.9% |
| Participant deferral / active EE | $5,194 | $2,870+81.0% | $3,888+33.6% | $4,139+25.5% |
| Admin fee / account holder | $2,036 | $3,804-46.5% | $5,065-59.8% | $7,234-71.9% |