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 | $84,677 | $180,749-53.2% | $160,784-47.3% | $137,256-38.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 9.87% | 2234.46%-2224.6pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,315 | $4,155-68.3% | $3,733-64.8% | $4,156-68.3% |
| Participant deferral / active EE | $2,384 | $6,844-65.2% | $6,293-62.1% | $6,407-62.8% |
| Admin fee / account holder | $2,573 | $10,397-75.2% | $9,717-73.5% | $12,270-79.0% |