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 | $105,175 | $95,453+10.2% | $112,040-6.1% | $82,448+27.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 5.74% | 23.92%-18.2pp | 24.52%-18.8pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,722 | $2,318-25.7% | $2,954-41.7% | $2,551-32.5% |
| Participant deferral / active EE | $2,460 | $4,224-41.8% | $5,098-51.7% | $4,139-40.6% |
| Admin fee / account holder | $314 | $9,013-96.5% | $12,098-97.4% | $7,234-95.7% |