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 | $39,614 | $76,407-48.2% | $150,298-73.6% | $82,448-52.0% |
| Participation rate | 84.8% | 66.4%+18.5pp | 77.8%+7.1pp | 68.1%+16.8pp |
| Annual return | 11.54% | 39.99%-28.5pp | 62.79%-51.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,113 | $2,614-57.4% | $4,154-73.2% | $2,551-56.4% |
| Participant deferral / active EE | $2,093 | $3,214-34.9% | $5,453-61.6% | $4,139-49.4% |
| Admin fee / account holder | $851 | $6,352-86.6% | $14,116-94.0% | $7,234-88.2% |