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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,520 | $159,934+89.2% | $147,005+105.8% | $145,959+107.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 98.24%-90.9pp | 418.76%-411.5pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,203 | $5,287-77.3% | $4,934-75.6% | $4,661-74.2% |
| Participant deferral / active EE | $4,115 | $8,427-51.2% | $8,070-49.0% | $6,689-38.5% |
| Admin fee / account holder | $85,338 | $15,053+466.9% | $13,006+556.1% | $13,398+537.0% |