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 | $329,080 | $172,111+91.2% | $150,298+119.0% | $137,256+139.8% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 9.10% | 69.37%-60.3pp | 62.79%-53.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $3,729 | $4,636-19.6% | $4,154-10.2% | $4,156-10.3% |
| Participant deferral / active EE | $6,126 | $6,166-0.6% | $5,453+12.4% | $6,407-4.4% |
| Admin fee / account holder | $532 | $16,471-96.8% | $14,116-96.2% | $12,270-95.7% |