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 9-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 | $42,840 | $68,573-37.5% | $120,368-64.4% | $80,874-47.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 9.53% | 23.61%-14.1pp | 107.26%-97.7pp | 35.62%-26.1pp |
| Employer contribution / active EE | $3,382 | $2,052+64.8% | $3,465-2.4% | $2,756+22.7% |
| Participant deferral / active EE | $3,105 | $3,174-2.2% | $4,991-37.8% | $4,297-27.7% |
| Admin fee / account holder | $874 | $5,734-84.8% | $9,429-90.7% | $6,935-87.4% |