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 | $60,136 | $58,234+3.3% | $81,783-26.5% | $80,874-25.6% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.4%+21.8pp | 67.6%+26.5pp |
| Annual return | 7.78% | 41.70%-33.9pp | 775.05%-767.3pp | 35.62%-27.8pp |
| Employer contribution / active EE | $2,981 | $2,341+27.3% | $2,913+2.3% | $2,756+8.2% |
| Participant deferral / active EE | $5,971 | $3,283+81.9% | $4,320+38.2% | $4,297+39.0% |
| Admin fee / account holder | $1,641 | $4,982-67.1% | $7,380-77.8% | $6,935-76.3% |