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 | $76,355 | $102,382-25.4% | $147,005-48.1% | $80,874-5.6% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 11.11% | 134.89%-123.8pp | 418.76%-407.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $4,882 | $3,715+31.4% | $4,934-1.1% | $2,756+77.2% |
| Participant deferral / active EE | $12,623 | $6,646+89.9% | $8,070+56.4% | $4,297+193.8% |
| Admin fee / account holder | $9,773 | $7,942+23.0% | $13,006-24.9% | $6,935+40.9% |