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 | $198,755 | $172,111+15.5% | $150,298+32.2% | $137,256+44.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 10.96% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,113 | $4,636-76.0% | $4,154-73.2% | $4,156-73.2% |
| Participant deferral / active EE | $4,116 | $6,166-33.2% | $5,453-24.5% | $6,407-35.8% |
| Admin fee / account holder | $46,944 | $16,471+185.0% | $14,116+232.6% | $12,270+282.6% |