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 | $118,271 | $209,336-43.5% | $197,124-40.0% | $137,256-13.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.44% | 48.09%-39.6pp | 44.34%-35.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $5,242 | $6,591-20.5% | $6,227-15.8% | $4,156+26.1% |
| Participant deferral / active EE | $7,936 | $9,614-17.5% | $9,135-13.1% | $6,407+23.9% |
| Admin fee / account holder | $10,797 | $17,308-37.6% | $16,298-33.8% | $12,270-12.0% |