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 | $114,964 | $183,592-37.4% | $155,567-26.1% | $145,959-21.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.89% | 61.24%-56.3pp | 64.74%-59.8pp | 561.95%-557.1pp |
| Employer contribution / active EE | $8,576 | $5,315+61.4% | $4,674+83.5% | $4,661+84.0% |
| Participant deferral / active EE | $3,737 | $6,464-42.2% | $5,628-33.6% | $6,689-44.1% |
| Admin fee / account holder | $638 | $19,318-96.7% | $15,916-96.0% | $13,398-95.2% |