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 | $38,947 | $76,407-49.0% | $150,298-74.1% | $82,448-52.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 11.17% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,122 | $2,614-57.1% | $4,154-73.0% | $2,551-56.0% |
| Participant deferral / active EE | $2,001 | $3,214-37.7% | $5,453-63.3% | $4,139-51.7% |
| Admin fee / account holder | $1,463 | $6,352-77.0% | $14,116-89.6% | $7,234-79.8% |