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 | $96,409 | $111,814-13.8% | $103,374-6.7% | $145,959-33.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 8.88% | 24.77%-15.9pp | 24.89%-16.0pp | 561.95%-553.1pp |
| Employer contribution / active EE | $4,090 | $4,214-2.9% | $3,869+5.7% | $4,661-12.3% |
| Participant deferral / active EE | $3,223 | $5,618-42.6% | $5,058-36.3% | $6,689-51.8% |
| Admin fee / account holder | $2,866 | $9,754-70.6% | $8,394-65.9% | $13,398-78.6% |