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 | $844,130 | $172,111+390.5% | $150,298+461.6% | $137,256+515.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 10.62% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,300 | $4,636-28.8% | $4,154-20.6% | $4,156-20.6% |
| Participant deferral / active EE | $5,935 | $6,166-3.7% | $5,453+8.8% | $6,407-7.4% |
| Admin fee / account holder | $18,285 | $16,471+11.0% | $14,116+29.5% | $12,270+49.0% |