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 | $894,916 | $97,125+821.4% | $86,233+937.8% | $137,256+552.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.49% | 74.19%-65.7pp | 61.39%-52.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $25,250 | $2,841+788.7% | $2,504+908.3% | $4,156+507.6% |
| Participant deferral / active EE | $26,787 | $5,180+417.2% | $4,559+487.6% | $6,407+318.1% |
| Admin fee / account holder | $3,776 | $9,725-61.2% | $8,342-54.7% | $12,270-69.2% |