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 | $76,317 | $76,407-0.1% | $150,298-49.2% | $82,448-7.4% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 10.82% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $2,092 | $2,614-20.0% | $4,154-49.6% | $2,551-18.0% |
| Participant deferral / active EE | $5,350 | $3,214+66.4% | $5,453-1.9% | $4,139+29.2% |
| Admin fee / account holder | $649 | $6,352-89.8% | $14,116-95.4% | $7,234-91.0% |