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 | $57,814 | $57,590+0.4% | $86,233-33.0% | $82,448-29.9% |
| Participation rate | 82.9% | 57.9%+25.0pp | 69.0%+13.8pp | 68.1%+14.8pp |
| Annual return | 8.28% | 22.41%-14.1pp | 61.39%-53.1pp | 41.64%-33.4pp |
| Employer contribution / active EE | $3,090 | $1,655+86.7% | $2,504+23.4% | $2,551+21.2% |
| Participant deferral / active EE | $4,576 | $3,080+48.6% | $4,559+0.4% | $4,139+10.5% |
| Admin fee / account holder | $1,831 | $4,730-61.3% | $8,342-78.1% | $7,234-74.7% |