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 | $184,204 | $88,672+107.7% | $105,223+75.1% | $82,448+123.4% |
| Participation rate | 73.2% | 67.9%+5.3pp | 75.0%-1.8pp | 68.1%+5.1pp |
| Annual return | 11.84% | 30.86%-19.0pp | 180.65%-168.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,017 | $3,048-66.6% | $3,689-72.4% | $2,551-60.1% |
| Participant deferral / active EE | $4,141 | $4,036+2.6% | $5,072-18.3% | $4,1390% |
| Admin fee / account holder | $1,577 | $7,146-77.9% | $8,859-82.2% | $7,234-78.2% |