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 5-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 | $56,896 | $111,535-49.0% | $105,223-45.9% | $137,256-58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.95% | 237.85%-232.9pp | 180.65%-175.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,958 | $3,939-24.9% | $3,689-19.8% | $4,156-28.8% |
| Participant deferral / active EE | $9,934 | $5,500+80.6% | $5,072+95.9% | $6,407+55.1% |
| Admin fee / account holder | $2,949 | $9,721-69.7% | $8,859-66.7% | $12,270-76.0% |