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 | $70,046 | $154,228-54.6% | $145,433-51.8% | $137,256-49.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 3.18% | 74.59%-71.4pp | 66.58%-63.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $3,514 | $4,804-26.8% | $4,554-22.8% | $4,156-15.4% |
| Participant deferral / active EE | $8,089 | $8,216-1.6% | $7,897+2.4% | $6,407+26.2% |
| Admin fee / account holder | $3,542 | $14,344-75.3% | $13,129-73.0% | $12,270-71.1% |