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 | $134,096 | $72,071+86.1% | $68,368+96.1% | $137,256-2.3% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 12.71% | 353.14%-340.4pp | 292.57%-279.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,535 | $2,788+26.8% | $2,649+33.5% | $4,156-14.9% |
| Participant deferral / active EE | $12,237 | $4,410+177.5% | $4,123+196.8% | $6,407+91.0% |
| Admin fee / account holder | $1,759 | $5,336-67.0% | $5,150-65.8% | $12,270-85.7% |