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 | $148,726 | $76,407+94.6% | $150,298-1.0% | $82,448+80.4% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 12.20% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,371 | $2,614+28.9% | $4,154-18.9% | $2,551+32.1% |
| Participant deferral / active EE | $6,906 | $3,214+114.8% | $5,453+26.6% | $4,139+66.8% |
| Admin fee / account holder | $12,008 | $6,352+89.0% | $14,116-14.9% | $7,234+66.0% |