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 | $205,187 | $210,698-2.6% | $178,014+15.3% | $145,959+40.6% |
| Participation rate | 89.5% | 80.8%+8.7pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 7.17% | 386.27%-379.1pp | 294.80%-287.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $4,211 | $4,567-7.8% | $3,950+6.6% | $4,661-9.7% |
| Participant deferral / active EE | $13,571 | $6,958+95.0% | $6,276+116.2% | $6,689+102.9% |
| Admin fee / account holder | $31,932 | $12,016+165.7% | $10,362+208.2% | $13,398+138.3% |