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 | $151,541 | $97,125+56.0% | $86,233+75.7% | $137,256+10.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 0.07% | 74.19%-74.1pp | 61.39%-61.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $8,265 | $2,841+190.9% | $2,504+230.0% | $4,156+98.9% |
| Participant deferral / active EE | $4,683 | $5,180-9.6% | $4,559+2.7% | $6,407-26.9% |
| Admin fee / account holder | $245,992 | $9,725+2429.6% | $8,342+2848.8% | $12,270+1904.8% |