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 | $35,635 | $51,638-31.0% | $68,368-47.9% | $82,448-56.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.15% | 37.53%-25.4pp | 292.57%-280.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,958 | $2,047-4.3% | $2,649-26.1% | $2,551-23.2% |
| Participant deferral / active EE | $3,389 | $2,914+16.3% | $4,123-17.8% | $4,139-18.1% |
| Admin fee / account holder | $979 | $4,643-78.9% | $5,150-81.0% | $7,234-86.5% |