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 | $37,123 | $81,233-54.3% | $155,567-76.1% | $80,874-54.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.46% | 33.33%-25.9pp | 64.74%-57.3pp | 35.62%-28.2pp |
| Employer contribution / active EE | $5,649 | $3,101+82.2% | $4,674+20.9% | $2,756+105.0% |
| Participant deferral / active EE | $5,057 | $3,452+46.5% | $5,628-10.1% | $4,297+17.7% |
| Admin fee / account holder | $2,611 | $7,998-67.4% | $15,916-83.6% | $6,935-62.4% |