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 | $176,170 | $210,698-16.4% | $178,014-1.0% | $145,959+20.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.11% | 386.27%-384.2pp | 294.80%-292.7pp | 561.95%-559.8pp |
| Employer contribution / active EE | $2,120 | $4,567-53.6% | $3,950-46.3% | $4,661-54.5% |
| Participant deferral / active EE | $8,480 | $6,958+21.9% | $6,276+35.1% | $6,689+26.8% |
| Admin fee / account holder | $4,769 | $12,016-60.3% | $10,362-54.0% | $13,398-64.4% |