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 7-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 | $152,361 | $72,071+111.4% | $68,368+122.9% | $137,256+11.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 12.03% | 353.14%-341.1pp | 292.57%-280.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,627 | $2,788-5.8% | $2,649-0.8% | $4,156-36.8% |
| Participant deferral / active EE | $7,113 | $4,410+61.3% | $4,123+72.5% | $6,407+11.0% |
| Admin fee / account holder | $8,112 | $5,336+52.0% | $5,150+57.5% | $12,270-33.9% |