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 | $195,792 | $172,111+13.8% | $150,298+30.3% | $137,256+42.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.01% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $13,530 | $4,636+191.8% | $4,154+225.7% | $4,156+225.5% |
| Participant deferral / active EE | $22,357 | $6,166+262.6% | $5,453+310.0% | $6,407+249.0% |
| Admin fee / account holder | $10,477 | $16,471-36.4% | $14,116-25.8% | $12,270-14.6% |