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 | $63,549 | $102,382-37.9% | $147,005-56.8% | $80,874-21.4% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.2%-4.7pp | 67.6%+9.8pp |
| Annual return | 9.86% | 134.89%-125.0pp | 418.76%-408.9pp | 35.62%-25.8pp |
| Employer contribution / active EE | $2,505 | $3,715-32.6% | $4,934-49.2% | $2,756-9.1% |
| Participant deferral / active EE | $4,592 | $6,646-30.9% | $8,070-43.1% | $4,297+6.9% |
| Admin fee / account holder | $1,498 | $7,942-81.1% | $13,006-88.5% | $6,935-78.4% |