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 | $30,641 | $73,787-58.5% | $98,716-69.0% | $82,448-62.8% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.3%+29.4pp | 68.1%+30.6pp |
| Annual return | 6.66% | 18.57%-11.9pp | 31.81%-25.2pp | 41.64%-35.0pp |
| Employer contribution / active EE | $974 | $1,511-35.5% | $2,279-57.3% | $2,551-61.8% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,302 | $6,500+73.9% | $8,703+29.9% | $7,234+56.2% |