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 3-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 | $29,672 | $154,228-80.8% | $145,433-79.6% | $137,256-78.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.43% | 74.59%-63.2pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $6,096 | $4,804+26.9% | $4,554+33.8% | $4,156+46.7% |
| Participant deferral / active EE | $22,368 | $8,216+172.2% | $7,897+183.2% | $6,407+249.1% |
| Admin fee / account holder | $6,209 | $14,344-56.7% | $13,129-52.7% | $12,270-49.4% |