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 9-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 | $33,319 | $178,174-81.3% | $156,181-78.7% | $137,256-75.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 4.04% | 84.19%-80.1pp | 64.87%-60.8pp | 220.34%-216.3pp |
| Employer contribution / active EE | $4,323 | $4,972-13.0% | $4,294+0.7% | $4,156+4.0% |
| Participant deferral / active EE | $5,569 | $6,888-19.2% | $6,132-9.2% | $6,407-13.1% |
| Admin fee / account holder | $1,383 | $17,404-92.1% | $14,586-90.5% | $12,270-88.7% |