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 | $464,009 | $124,425+272.9% | $112,040+314.1% | $137,256+238.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 2.22% | 24.72%-22.5pp | 24.52%-22.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $2,609 | $3,411-23.5% | $2,954-11.7% | $4,156-37.2% |
| Participant deferral / active EE | $22,253 | $5,718+289.1% | $5,098+336.5% | $6,407+247.3% |
| Admin fee / account holder | $15,759 | $15,207+3.6% | $12,098+30.3% | $12,270+28.4% |