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 | $67,671 | $51,638+31.0% | $68,368-1.0% | $82,448-17.9% |
| Participation rate | 92.2% | 63.6%+28.5pp | 73.8%+18.4pp | 68.1%+24.1pp |
| Annual return | 11.93% | 37.53%-25.6pp | 292.57%-280.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $4,439 | $2,047+116.9% | $2,649+67.6% | $2,551+74.0% |
| Participant deferral / active EE | $2,981 | $2,914+2.3% | $4,123-27.7% | $4,139-28.0% |
| Admin fee / account holder | $878 | $4,643-81.1% | $5,150-82.9% | $7,234-87.9% |