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 | $107,265 | $111,535-3.8% | $105,223+1.9% | $137,256-21.9% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 11.43% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,928 | $3,939-25.7% | $3,689-20.6% | $4,156-29.5% |
| Participant deferral / active EE | $5,905 | $5,500+7.4% | $5,072+16.4% | $6,407-7.8% |
| Admin fee / account holder | $9,057 | $9,721-6.8% | $8,859+2.2% | $12,270-26.2% |