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 | $44,108 | $58,627-24.8% | $76,735-42.5% | $82,448-46.5% |
| Participation rate | 96.4% | 63.2%+33.2pp | 69.5%+26.9pp | 68.1%+28.4pp |
| Annual return | 10.43% | 39.10%-28.7pp | 29.77%-19.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,681 | $1,729-2.8% | $2,454-31.5% | $2,551-34.1% |
| Participant deferral / active EE | $5,411 | $3,134+72.7% | $4,088+32.4% | $4,139+30.7% |
| Admin fee / account holder | $1,430 | $5,323-73.1% | $7,189-80.1% | $7,234-80.2% |