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 | $82,288 | $58,234+41.3% | $81,783+0.6% | $80,874+1.7% |
| Participation rate | 85.0% | 63.4%+21.6pp | 72.4%+12.6pp | 67.6%+17.4pp |
| Annual return | 7.12% | 41.70%-34.6pp | 775.05%-767.9pp | 35.62%-28.5pp |
| Employer contribution / active EE | $5,234 | $2,341+123.5% | $2,913+79.7% | $2,756+89.9% |
| Participant deferral / active EE | $9,725 | $3,283+196.2% | $4,320+125.1% | $4,297+126.3% |
| Admin fee / account holder | $1,387 | $4,982-72.2% | $7,380-81.2% | $6,935-80.0% |