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 | $57,707 | $124,425-53.6% | $112,040-48.5% | $137,256-58.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.50% | 24.72%-16.2pp | 24.52%-16.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,983 | $3,411+16.8% | $2,954+34.8% | $4,156-4.2% |
| Participant deferral / active EE | $8,708 | $5,718+52.3% | $5,098+70.8% | $6,407+35.9% |
| Admin fee / account holder | $1,481 | $15,207-90.3% | $12,098-87.8% | $12,270-87.9% |