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 | $37,425 | $72,071-48.1% | $68,368-45.3% | $137,256-72.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.30% | 353.14%-347.8pp | 292.57%-287.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,329 | $2,788-52.3% | $2,649-49.8% | $4,156-68.0% |
| Participant deferral / active EE | $3,141 | $4,410-28.8% | $4,123-23.8% | $6,407-51.0% |
| Admin fee / account holder | $5,602 | $5,336+5.0% | $5,150+8.8% | $12,270-54.3% |