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 | $80,935 | $111,814-27.6% | $103,374-21.7% | $145,959-44.5% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | -4.60% | 24.77%-29.4pp | 24.89%-29.5pp | 561.95%-566.6pp |
| Employer contribution / active EE | $6,049 | $4,214+43.5% | $3,869+56.3% | $4,661+29.8% |
| Participant deferral / active EE | $3,080 | $5,618-45.2% | $5,058-39.1% | $6,689-53.9% |
| Admin fee / account holder | $489 | $9,754-95.0% | $8,394-94.2% | $13,398-96.4% |