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 6-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 | $27,588 | $58,627-52.9% | $76,735-64.0% | $82,448-66.5% |
| Participation rate | 92.0% | 63.2%+28.8pp | 69.5%+22.5pp | 68.1%+23.9pp |
| Annual return | 7.77% | 39.10%-31.3pp | 29.77%-22.0pp | 41.64%-33.9pp |
| Employer contribution / active EE | $5,505 | $1,729+218.3% | $2,454+124.3% | $2,551+115.8% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,297 | $5,323-38.1% | $7,189-54.1% | $7,234-54.4% |