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 | $128,172 | $124,425+3.0% | $112,040+14.4% | $137,256-6.6% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.5%-4.3pp | 80.0%-7.7pp |
| Annual return | 9.07% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,879 | $3,411-15.6% | $2,954-2.5% | $4,156-30.7% |
| Participant deferral / active EE | $7,504 | $5,718+31.2% | $5,098+47.2% | $6,407+17.1% |
| Admin fee / account holder | $6,398 | $15,207-57.9% | $12,098-47.1% | $12,270-47.9% |