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 | $43,786 | $102,382-57.2% | $147,005-70.2% | $80,874-45.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 7.30% | 134.89%-127.6pp | 418.76%-411.5pp | 35.62%-28.3pp |
| Employer contribution / active EE | $1,429 | $3,715-61.5% | $4,934-71.0% | $2,756-48.2% |
| Participant deferral / active EE | $2,907 | $6,646-56.3% | $8,070-64.0% | $4,297-32.4% |
| Admin fee / account holder | $18,372 | $7,942+131.3% | $13,006+41.3% | $6,935+164.9% |