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 | $111,883 | $72,071+55.2% | $68,368+63.6% | $137,256-18.5% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 5.27% | 353.14%-347.9pp | 292.57%-287.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $3,210 | $2,788+15.1% | $2,649+21.2% | $4,156-22.8% |
| Participant deferral / active EE | $8,805 | $4,410+99.7% | $4,123+113.6% | $6,407+37.4% |
| Admin fee / account holder | $2,369 | $5,336-55.6% | $5,150-54.0% | $12,270-80.7% |