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 4-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 | $120,243 | $71,057+69.2% | $93,654+28.4% | $80,874+48.7% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.9pp | 67.6%+10.9pp |
| Annual return | 8.15% | 11.26%-3.1pp | 133.34%-125.2pp | 35.62%-27.5pp |
| Employer contribution / active EE | $1,969 | $1,564+25.9% | $2,421-18.7% | $2,756-28.6% |
| Participant deferral / active EE | $6,128 | $4,034+51.9% | $4,413+38.9% | $4,297+42.6% |
| Admin fee / account holder | $16,572 | $6,944+138.7% | $8,282+100.1% | $6,935+139.0% |