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 | $197,803 | $159,934+23.7% | $147,005+34.6% | $145,959+35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.90% | 98.24%-90.3pp | 418.76%-410.9pp | 561.95%-554.0pp |
| Employer contribution / active EE | $2,699 | $5,287-49.0% | $4,934-45.3% | $4,661-42.1% |
| Participant deferral / active EE | $10,491 | $8,427+24.5% | $8,070+30.0% | $6,689+56.8% |
| Admin fee / account holder | $12,876 | $15,053-14.5% | $13,006-1.0% | $13,398-3.9% |