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 7-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 | $24,336 | $111,535-78.2% | $105,223-76.9% | $137,256-82.3% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 6.79% | 237.85%-231.1pp | 180.65%-173.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,699 | $3,939-56.9% | $3,689-53.9% | $4,156-59.1% |
| Participant deferral / active EE | $2,238 | $5,500-59.3% | $5,072-55.9% | $6,407-65.1% |
| Admin fee / account holder | $431 | $9,721-95.6% | $8,859-95.1% | $12,270-96.5% |