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 | $27,168 | $81,446-66.6% | $103,374-73.7% | $80,874-66.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.22% | 25.57%-15.3pp | 24.89%-14.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,096 | $3,107-64.7% | $3,869-71.7% | $2,756-60.2% |
| Participant deferral / active EE | $5,742 | $3,870+48.4% | $5,058+13.5% | $4,297+33.6% |
| Admin fee / account holder | $3,867 | $6,715-42.4% | $8,394-53.9% | $6,935-44.2% |