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 | $161,737 | $166,020-2.6% | $164,866-1.9% | $145,959+10.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.53% | 100.08%-92.5pp | 69.97%-62.4pp | 561.95%-554.4pp |
| Employer contribution / active EE | $24,810 | $5,275+370.4% | $4,343+471.3% | $4,661+432.3% |
| Participant deferral / active EE | $9,909 | $6,961+42.4% | $6,033+64.2% | $6,689+48.1% |
| Admin fee / account holder | $57,895 | $16,644+247.8% | $12,689+356.3% | $13,398+332.1% |