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 | $120,810 | $112,729+7.2% | $98,716+22.4% | $137,256-12.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 9.05% | 38.48%-29.4pp | 31.81%-22.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,633 | $2,725-3.4% | $2,279+15.6% | $4,156-36.6% |
| Participant deferral / active EE | $3,064 | $4,640-34.0% | $4,048-24.3% | $6,407-52.2% |
| Admin fee / account holder | $342 | $10,129-96.6% | $8,703-96.1% | $12,270-97.2% |