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 | $76,736 | $47,479+61.6% | $62,929+21.9% | $82,448-6.9% |
| Participation rate | 97.1% | 66.9%+30.2pp | 73.1%+23.9pp | 68.1%+29.0pp |
| Annual return | 9.67% | 20.34%-10.7pp | 1063.93%-1054.3pp | 41.64%-32.0pp |
| Employer contribution / active EE | $3,206 | $1,885+70.0% | $2,505+28.0% | $2,551+25.7% |
| Participant deferral / active EE | $5,617 | $2,870+95.7% | $3,888+44.5% | $4,139+35.7% |
| Admin fee / account holder | $4,189 | $3,804+10.1% | $5,065-17.3% | $7,234-42.1% |