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 | $592,310 | $111,814+429.7% | $103,374+473.0% | $145,959+305.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.02% | 24.77%-15.7pp | 24.89%-15.9pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,491 | $4,214-64.6% | $3,869-61.5% | $4,661-68.0% |
| Participant deferral / active EE | $4,187 | $5,618-25.5% | $5,058-17.2% | $6,689-37.4% |
| Admin fee / account holder | $888 | $9,754-90.9% | $8,394-89.4% | $13,398-93.4% |