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 6-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 | $149,408 | $108,912+37.2% | $100,383+48.8% | $145,959+2.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.15% | 57.96%-50.8pp | 49.26%-42.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $15,002 | $4,423+239.2% | $3,944+280.4% | $4,661+221.9% |
| Participant deferral / active EE | $7,668 | $8,451-9.3% | $8,086-5.2% | $6,689+14.6% |
| Admin fee / account holder | $2,139 | $9,690-77.9% | $7,900-72.9% | $13,398-84.0% |