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 | $90,538 | $106,749-15.2% | $145,433-37.7% | $82,448+9.8% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 13.82% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,773 | $3,444-19.5% | $4,554-39.1% | $2,551+8.7% |
| Participant deferral / active EE | $6,271 | $6,519-3.8% | $7,897-20.6% | $4,139+51.5% |
| Admin fee / account holder | $7,393 | $8,390-11.9% | $13,129-43.7% | $7,234+2.2% |