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 7-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 | $253,085 | $209,336+20.9% | $197,124+28.4% | $137,256+84.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.84% | 48.09%-39.3pp | 44.34%-35.5pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3,168 | $6,591-51.9% | $6,227-49.1% | $4,156-23.8% |
| Participant deferral / active EE | $13,312 | $9,614+38.5% | $9,135+45.7% | $6,407+107.8% |
| Admin fee / account holder | $9,410 | $17,308-45.6% | $16,298-42.3% | $12,270-23.3% |