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 7-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 | $50,171 | $86,922-42.3% | $102,438-51.0% | $80,874-38.0% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.6%+15.2pp |
| Annual return | 6.59% | 18.90%-12.3pp | 29.37%-22.8pp | 35.62%-29.0pp |
| Employer contribution / active EE | $3,300 | $2,369+39.3% | $3,024+9.1% | $2,756+19.7% |
| Participant deferral / active EE | $5,189 | $4,119+26.0% | $5,054+2.7% | $4,297+20.8% |
| Admin fee / account holder | $8,680 | $8,050+7.8% | $9,448-8.1% | $6,935+25.2% |