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 | $155,469 | $201,259-22.8% | $184,200-15.6% | $145,959+6.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.42% | 28.98%-25.6pp | 28.80%-25.4pp | 561.95%-558.5pp |
| Employer contribution / active EE | $1,627 | $7,018-76.8% | $6,424-74.7% | $4,661-65.1% |
| Participant deferral / active EE | $5,621 | $9,806-42.7% | $9,132-38.4% | $6,689-16.0% |
| Admin fee / account holder | $1,700 | $16,372-89.6% | $13,907-87.8% | $13,398-87.3% |