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 8-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 | $22,258 | $90,674-75.5% | $96,707-77.0% | $82,448-73.0% |
| Participation rate | 88.5% | 75.9%+12.5pp | 80.4%+8.1pp | 68.1%+20.4pp |
| Annual return | 13.38% | 49.05%-35.7pp | 34.78%-21.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,566 | $3,975-60.6% | $4,191-62.6% | $2,551-38.6% |
| Participant deferral / active EE | $4,009 | $5,696-29.6% | $5,997-33.1% | $4,139-3.1% |
| Admin fee / account holder | $782 | $7,568-89.7% | $7,503-89.6% | $7,234-89.2% |