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 | $100,666 | $183,592-45.2% | $155,567-35.3% | $145,959-31.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.73% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $3,047 | $5,315-42.7% | $4,674-34.8% | $4,661-34.6% |
| Participant deferral / active EE | $10,624 | $6,464+64.3% | $5,628+88.8% | $6,689+58.8% |
| Admin fee / account holder | $7,150 | $19,318-63.0% | $15,916-55.1% | $13,398-46.6% |