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 | $13,465 | $52,353-74.3% | $120,225-88.8% | $82,448-83.7% |
| Participation rate | 80.0% | 58.3%+21.7pp | 69.6%+10.4pp | 68.1%+11.9pp |
| Annual return | 12.36% | 61.85%-49.5pp | 439.23%-426.9pp | 41.64%-29.3pp |
| Employer contribution / active EE | $469 | $1,510-68.9% | $3,475-86.5% | $2,551-81.6% |
| Participant deferral / active EE | $1,340 | $2,627-49.0% | $3,999-66.5% | $4,139-67.6% |
| Admin fee / account holder | $317 | $4,363-92.7% | $5,696-94.4% | $7,234-95.6% |