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 | $105,181 | $73,787+42.5% | $98,716+6.5% | $82,448+27.6% |
| Participation rate | 86.7% | 61.4%+25.3pp | 69.3%+17.4pp | 68.1%+18.6pp |
| Annual return | 10.27% | 18.57%-8.3pp | 31.81%-21.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $3,577 | $1,511+136.7% | $2,279+57.0% | $2,551+40.2% |
| Participant deferral / active EE | $2,535 | $3,081-17.7% | $4,048-37.4% | $4,139-38.8% |
| Admin fee / account holder | $1,568 | $6,500-75.9% | $8,703-82.0% | $7,234-78.3% |