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 | $43,639 | $154,228-71.7% | $145,433-70.0% | $137,256-68.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.93% | 74.59%-62.7pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,919 | $4,804-18.4% | $4,554-14.0% | $4,156-5.7% |
| Participant deferral / active EE | $7,046 | $8,216-14.2% | $7,897-10.8% | $6,407+10.0% |
| Admin fee / account holder | $2,971 | $14,344-79.3% | $13,129-77.4% | $12,270-75.8% |