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 | $111,547 | $108,825+2.5% | $156,181-28.6% | $82,448+35.3% |
| Participation rate | 72.0% | 72.4%-0.4pp | 78.8%-6.8pp | 68.1%+3.9pp |
| Annual return | 8.91% | 20.59%-11.7pp | 64.87%-56.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $2,375 | $2,870-17.2% | $4,294-44.7% | $2,551-6.9% |
| Participant deferral / active EE | $3,279 | $4,577-28.4% | $6,132-46.5% | $4,139-20.8% |
| Admin fee / account holder | $8,670 | $9,341-7.2% | $14,586-40.6% | $7,234+19.9% |