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 | $146,990 | $172,111-14.6% | $150,298-2.2% | $137,256+7.1% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 7.21% | 69.37%-62.2pp | 62.79%-55.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,690 | $4,636-63.6% | $4,154-59.3% | $4,156-59.3% |
| Participant deferral / active EE | $6,618 | $6,166+7.3% | $5,453+21.4% | $6,407+3.3% |
| Admin fee / account holder | $1,014 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |