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 8-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 | $90,839 | $183,592-50.5% | $155,567-41.6% | $145,959-37.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.98% | 61.24%-54.3pp | 64.74%-57.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $7,558 | $5,315+42.2% | $4,674+61.7% | $4,661+62.2% |
| Participant deferral / active EE | $3,525 | $6,464-45.5% | $5,628-37.4% | $6,689-47.3% |
| Admin fee / account holder | $784 | $19,318-95.9% | $15,916-95.1% | $13,398-94.1% |