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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $297,476 | $124,425+139.1% | $112,040+165.5% | $137,256+116.7% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 16.18% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $16,626 | $3,411+387.4% | $2,954+462.8% | $4,156+300.0% |
| Participant deferral / active EE | $1,674 | $5,718-70.7% | $5,098-67.2% | $6,407-73.9% |
| Admin fee / account holder | $58,381 | $15,207+283.9% | $12,098+382.6% | $12,270+375.8% |