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 | $139,209 | $178,174-21.9% | $156,181-10.9% | $137,256+1.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.86% | 84.19%-79.3pp | 64.87%-60.0pp | 220.34%-215.5pp |
| Employer contribution / active EE | $3,524 | $4,972-29.1% | $4,294-17.9% | $4,156-15.2% |
| Participant deferral / active EE | $8,306 | $6,888+20.6% | $6,132+35.5% | $6,407+29.6% |
| Admin fee / account holder | $2,733 | $17,404-84.3% | $14,586-81.3% | $12,270-77.7% |