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 | $146,531 | $154,228-5.0% | $145,433+0.8% | $137,256+6.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.43% | 74.59%-69.2pp | 66.58%-61.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $13,364 | $4,804+178.2% | $4,554+193.4% | $4,156+221.6% |
| Participant deferral / active EE | $6,710 | $8,216-18.3% | $7,897-15.0% | $6,407+4.7% |
| Admin fee / account holder | $1,189 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |