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 | $296,173 | $150,197+97.2% | $120,368+146.1% | $145,959+102.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.71% | 154.26%-146.6pp | 107.26%-99.5pp | 561.95%-554.2pp |
| Employer contribution / active EE | $34,920 | $4,350+702.7% | $3,465+907.9% | $4,661+649.2% |
| Participant deferral / active EE | $16,736 | $6,174+171.1% | $4,991+235.3% | $6,689+150.2% |
| Admin fee / account holder | $4,039 | $12,216-66.9% | $9,429-57.2% | $13,398-69.9% |