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 | $93,634 | $83,369+12.3% | $105,223-11.0% | $67,986+37.7% |
| Participation rate | 89.2% | 56.3%+32.9pp | 75.0%+14.1pp | 57.2%+32.0pp |
| Annual return | 3.95% | 24.64%-20.7pp | 180.65%-176.7pp | 31.67%-27.7pp |
| Employer contribution / active EE | $833 | $2,541-67.2% | $3,689-77.4% | $2,019-58.7% |
| Participant deferral / active EE | $3,441 | $3,295+4.4% | $5,072-32.1% | $3,358+2.5% |
| Admin fee / account holder | $8,712 | $4,073+113.9% | $8,859-1.7% | $3,203+172.0% |