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 3-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 | $234,680 | $159,934+46.7% | $147,005+59.6% | $145,959+60.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.00% | 98.24%-95.2pp | 418.76%-415.8pp | 561.95%-559.0pp |
| Employer contribution / active EE | $20,109 | $5,287+280.3% | $4,934+307.5% | $4,661+331.4% |
| Participant deferral / active EE | $32,750 | $8,427+288.6% | $8,070+305.8% | $6,689+389.6% |
| Admin fee / account holder | $3,980 | $15,053-73.6% | $13,006-69.4% | $13,398-70.3% |