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 | $71,096 | $99,921-28.8% | $85,009-16.4% | $145,959-51.3% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 7.98% | 83.89%-75.9pp | 66.47%-58.5pp | 561.95%-554.0pp |
| Employer contribution / active EE | $2,052 | $3,233-36.5% | $2,728-24.8% | $4,661-56.0% |
| Participant deferral / active EE | $6,905 | $5,293+30.5% | $4,522+52.7% | $6,689+3.2% |
| Admin fee / account holder | $523 | $7,252-92.8% | $6,153-91.5% | $13,398-96.1% |