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 9-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 | $160,439 | $209,336-23.4% | $197,124-18.6% | $137,256+16.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.99% | 48.09%-42.1pp | 44.34%-38.4pp | 220.34%-214.3pp |
| Employer contribution / active EE | $2,279 | $6,591-65.4% | $6,227-63.4% | $4,156-45.2% |
| Participant deferral / active EE | $14,771 | $9,614+53.6% | $9,135+61.7% | $6,407+130.5% |
| Admin fee / account holder | $1,329 | $17,308-92.3% | $16,298-91.8% | $12,270-89.2% |