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 | $51,541 | $106,749-51.7% | $145,433-64.6% | $82,448-37.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 6.87% | 27.59%-20.7pp | 66.58%-59.7pp | 41.64%-34.8pp |
| Employer contribution / active EE | $2,012 | $3,444-41.6% | $4,554-55.8% | $2,551-21.1% |
| Participant deferral / active EE | $4,553 | $6,519-30.2% | $7,897-42.4% | $4,139+10.0% |
| Admin fee / account holder | $8,049 | $8,390-4.1% | $13,129-38.7% | $7,234+11.3% |