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 | $71,657 | $101,763-29.6% | $164,866-56.5% | $80,874-11.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.19% | 16.73%-8.5pp | 69.97%-61.8pp | 35.62%-27.4pp |
| Employer contribution / active EE | $2,411 | $2,954-18.4% | $4,343-44.5% | $2,756-12.5% |
| Participant deferral / active EE | $3,040 | $4,477-32.1% | $6,033-49.6% | $4,297-29.3% |
| Admin fee / account holder | $2,410 | $8,228-70.7% | $12,689-81.0% | $6,935-65.2% |