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 | $113,294 | $81,233+39.5% | $155,567-27.2% | $80,874+40.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.32% | 33.33%-25.0pp | 64.74%-56.4pp | 35.62%-27.3pp |
| Employer contribution / active EE | $3,930 | $3,101+26.7% | $4,674-15.9% | $2,756+42.6% |
| Participant deferral / active EE | $5,375 | $3,452+55.7% | $5,628-4.5% | $4,297+25.1% |
| Admin fee / account holder | $1,181 | $7,998-85.2% | $15,916-92.6% | $6,935-83.0% |