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 9-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 | $23,434 | $47,105-50.3% | $68,368-65.7% | $67,986-65.5% |
| Participation rate | 97.3% | 51.8%+45.5pp | 73.8%+23.5pp | 57.2%+40.0pp |
| Annual return | 12.52% | 48.37%-35.9pp | 292.57%-280.1pp | 31.67%-19.1pp |
| Employer contribution / active EE | $1,253 | $1,859-32.6% | $2,649-52.7% | $2,019-37.9% |
| Participant deferral / active EE | $2,390 | $2,374+0.7% | $4,123-42.0% | $3,358-28.8% |
| Admin fee / account holder | $1,973 | $2,435-19.0% | $5,150-61.7% | $3,203-38.4% |