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 | $35,700 | $48,277-26.1% | $67,511-47.1% | $80,874-55.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 10.92% | 18.27%-7.3pp | 3517.41%-3506.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,093 | $2,021-45.9% | $2,733-60.0% | $2,756-60.3% |
| Participant deferral / active EE | $1,712 | $2,926-41.5% | $4,000-57.2% | $4,297-60.2% |
| Admin fee / account holder | $1,560 | $3,687-57.7% | $3,999-61.0% | $6,935-77.5% |