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 | $100,280 | $63,703+57.4% | $93,063+7.8% | $82,448+21.6% |
| Participation rate | 94.6% | 63.8%+30.8pp | 72.1%+22.5pp | 68.1%+26.6pp |
| Annual return | 12.21% | -775.43%+787.6pp | 34.15%-21.9pp | 41.64%-29.4pp |
| Employer contribution / active EE | $559 | $1,729-67.6% | $2,476-77.4% | $2,551-78.1% |
| Participant deferral / active EE | $3,836 | $2,919+31.4% | $3,958-3.1% | $4,139-7.3% |
| Admin fee / account holder | $14,583 | $5,982+143.8% | $6,033+141.7% | $7,234+101.6% |