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 | $143,375 | $102,382+40.0% | $147,005-2.5% | $80,874+77.3% |
| Participation rate | 85.2% | 75.8%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 11.71% | 134.89%-123.2pp | 418.76%-407.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $8,923 | $3,715+140.2% | $4,934+80.8% | $2,756+223.8% |
| Participant deferral / active EE | $6,588 | $6,646-0.9% | $8,070-18.4% | $4,297+53.3% |
| Admin fee / account holder | $797 | $7,942-90.0% | $13,006-93.9% | $6,935-88.5% |