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 9-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 | $46,731 | $166,020-71.9% | $164,866-71.7% | $145,959-68.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.01% | 100.08%-94.1pp | 69.97%-64.0pp | 561.95%-555.9pp |
| Employer contribution / active EE | $2,716 | $5,275-48.5% | $4,343-37.4% | $4,661-41.7% |
| Participant deferral / active EE | $4,849 | $6,961-30.3% | $6,033-19.6% | $6,689-27.5% |
| Admin fee / account holder | $867 | $16,644-94.8% | $12,689-93.2% | $13,398-93.5% |