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 | $42,957 | $154,228-72.1% | $145,433-70.5% | $137,256-68.7% |
| Participation rate | 73.9% | 83.8%-9.9pp | 82.1%-8.2pp | 80.0%-6.0pp |
| Annual return | -5.12% | 74.59%-79.7pp | 66.58%-71.7pp | 220.34%-225.5pp |
| Employer contribution / active EE | $7,082 | $4,804+47.4% | $4,554+55.5% | $4,156+70.4% |
| Participant deferral / active EE | $3,460 | $8,216-57.9% | $7,897-56.2% | $6,407-46.0% |
| Admin fee / account holder | $343 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |