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 4-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 | $13,956 | $101,618-86.3% | $93,063-85.0% | $137,256-89.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 1.29% | 223.95%-222.7pp | 34.15%-32.9pp | 220.34%-219.1pp |
| Employer contribution / active EE | $1,841 | $2,707-32.0% | $2,476-25.6% | $4,156-55.7% |
| Participant deferral / active EE | $2,504 | $4,279-41.5% | $3,958-36.7% | $6,407-60.9% |
| Admin fee / account holder | $938 | $6,198-84.9% | $6,033-84.5% | $12,270-92.4% |