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 | $47,067 | $159,934-70.6% | $147,005-68.0% | $145,959-67.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 3.52% | 98.24%-94.7pp | 418.76%-415.2pp | 561.95%-558.4pp |
| Employer contribution / active EE | $2,019 | $5,287-61.8% | $4,934-59.1% | $4,661-56.7% |
| Participant deferral / active EE | $4,261 | $8,427-49.4% | $8,070-47.2% | $6,689-36.3% |
| Admin fee / account holder | $3,320 | $15,053-77.9% | $13,006-74.5% | $13,398-75.2% |