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 | $80,758 | $106,749-24.3% | $145,433-44.5% | $82,448-2.0% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,188 | $3,444-7.5% | $4,554-30.0% | $2,551+25.0% |
| Participant deferral / active EE | $6,129 | $6,519-6.0% | $7,897-22.4% | $4,139+48.1% |
| Admin fee / account holder | $1,596 | $8,390-81.0% | $13,129-87.8% | $7,234-77.9% |