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 | $200,427 | $183,592+9.2% | $155,567+28.8% | $145,959+37.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.69% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.3pp |
| Employer contribution / active EE | $5,397 | $5,315+1.5% | $4,674+15.5% | $4,661+15.8% |
| Participant deferral / active EE | $8,891 | $6,464+37.5% | $5,628+58.0% | $6,689+32.9% |
| Admin fee / account holder | $2,664 | $19,318-86.2% | $15,916-83.3% | $13,398-80.1% |