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 | $21,115 | $149,040-85.8% | $120,225-82.4% | $137,256-84.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.10% | 605.68%-597.6pp | 439.23%-431.1pp | 220.34%-212.2pp |
| Employer contribution / active EE | $303 | $4,350-93.0% | $3,475-91.3% | $4,156-92.7% |
| Participant deferral / active EE | $1,602 | $4,655-65.6% | $3,999-59.9% | $6,407-75.0% |
| Admin fee / account holder | $4,403 | $6,348-30.6% | $5,696-22.7% | $12,270-64.1% |