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 | $112,190 | $51,604+117.4% | $129,295-13.2% | $80,874+38.7% |
| Participation rate | 75.7% | 57.0%+18.7pp | 69.6%+6.1pp | 67.6%+8.0pp |
| Annual return | 9.89% | 20.76%-10.9pp | 9429.28%-9419.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,346 | $1,585+48.1% | $4,157-43.6% | $2,756-14.9% |
| Participant deferral / active EE | $9,610 | $2,670+259.9% | $4,169+130.5% | $4,297+123.6% |
| Admin fee / account holder | $12,667 | $4,310+193.9% | $7,665+65.2% | $6,935+82.6% |