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 | $42,667 | $81,446-47.6% | $103,374-58.7% | $80,874-47.2% |
| Participation rate | 78.8% | 66.9%+11.9pp | 74.5%+4.3pp | 67.6%+11.1pp |
| Annual return | 10.11% | 25.57%-15.5pp | 24.89%-14.8pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,361 | $3,107-24.0% | $3,869-39.0% | $2,756-14.3% |
| Participant deferral / active EE | $4,518 | $3,870+16.8% | $5,058-10.7% | $4,297+5.2% |
| Admin fee / account holder | $6,566 | $6,715-2.2% | $8,394-21.8% | $6,935-5.3% |