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 | $108,371 | $172,111-37.0% | $150,298-27.9% | $137,256-21.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 10.74% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $5,962 | $4,636+28.6% | $4,154+43.5% | $4,156+43.5% |
| Participant deferral / active EE | $7,871 | $6,166+27.7% | $5,453+44.4% | $6,407+22.9% |
| Admin fee / account holder | $9,545 | $16,471-42.0% | $14,116-32.4% | $12,270-22.2% |