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 | $116,445 | $57,590+102.2% | $86,233+35.0% | $82,448+41.2% |
| Participation rate | 86.8% | 57.9%+29.0pp | 69.0%+17.8pp | 68.1%+18.8pp |
| Annual return | 12.66% | 22.41%-9.8pp | 61.39%-48.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,706 | $1,655+123.9% | $2,504+48.0% | $2,551+45.3% |
| Participant deferral / active EE | $7,173 | $3,080+132.9% | $4,559+57.3% | $4,139+73.3% |
| Admin fee / account holder | $4,038 | $4,730-14.6% | $8,342-51.6% | $7,234-44.2% |