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 10-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 | $68,441 | $95,453-28.3% | $112,040-38.9% | $82,448-17.0% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 11.33% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,150 | $2,318-7.2% | $2,954-27.2% | $2,551-15.7% |
| Participant deferral / active EE | $3,037 | $4,224-28.1% | $5,098-40.4% | $4,139-26.6% |
| Admin fee / account holder | $6,005 | $9,013-33.4% | $12,098-50.4% | $7,234-17.0% |