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 | $73,933 | $81,446-9.2% | $103,374-28.5% | $80,874-8.6% |
| Participation rate | 85.3% | 66.9%+18.4pp | 74.5%+10.8pp | 67.6%+17.6pp |
| Annual return | 10.39% | 25.57%-15.2pp | 24.89%-14.5pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,534 | $3,107-18.5% | $3,869-34.5% | $2,756-8.1% |
| Participant deferral / active EE | $3,946 | $3,870+2.0% | $5,058-22.0% | $4,297-8.2% |
| Admin fee / account holder | $2,734 | $6,715-59.3% | $8,394-67.4% | $6,935-60.6% |