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 | $132,328 | $178,174-25.7% | $156,181-15.3% | $137,256-3.6% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 8.98% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,385 | $4,972-52.0% | $4,294-44.5% | $4,156-42.6% |
| Participant deferral / active EE | $3,758 | $6,888-45.4% | $6,132-38.7% | $6,407-41.3% |
| Admin fee / account holder | $12,711 | $17,404-27.0% | $14,586-12.9% | $12,270+3.6% |