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 5-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 | $9,591 | $76,407-87.4% | $150,298-93.6% | $82,448-88.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 11.10% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,443 | $3,214-55.1% | $5,453-73.5% | $4,139-65.1% |
| Admin fee / account holder | $433 | $6,352-93.2% | $14,116-96.9% | $7,234-94.0% |