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 | $250,418 | $72,071+247.5% | $68,368+266.3% | $137,256+82.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 9.48% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $3,911 | $2,788+40.3% | $2,649+47.7% | $4,156-5.9% |
| Participant deferral / active EE | $7,282 | $4,410+65.1% | $4,123+76.6% | $6,407+13.7% |
| Admin fee / account holder | $11,591 | $5,336+117.2% | $5,150+125.1% | $12,270-5.5% |