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 | $75,333 | $111,814-32.6% | $103,374-27.1% | $145,959-48.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.93% | 24.77%-16.8pp | 24.89%-17.0pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,394 | $4,214-66.9% | $3,869-64.0% | $4,661-70.1% |
| Participant deferral / active EE | $9,454 | $5,618+68.3% | $5,058+86.9% | $6,689+41.3% |
| Admin fee / account holder | $1,553 | $9,754-84.1% | $8,394-81.5% | $13,398-88.4% |