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 | $156,475 | $111,535+40.3% | $105,223+48.7% | $137,256+14.0% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.0%-4.2pp | 80.0%-9.1pp |
| Annual return | 9.76% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,223 | $3,939-43.6% | $3,689-39.7% | $4,156-46.5% |
| Participant deferral / active EE | $3,172 | $5,500-42.3% | $5,072-37.5% | $6,407-50.5% |
| Admin fee / account holder | $70,971 | $9,721+630.1% | $8,859+701.1% | $12,270+478.4% |