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 | $34,141 | $111,535-69.4% | $105,223-67.6% | $137,256-75.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 8.70% | 237.85%-229.2pp | 180.65%-171.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $6,412 | $3,939+62.8% | $3,689+73.8% | $4,156+54.3% |
| Participant deferral / active EE | $6,860 | $5,500+24.7% | $5,072+35.3% | $6,407+7.1% |
| Admin fee / account holder | $9,259 | $9,721-4.8% | $8,859+4.5% | $12,270-24.5% |