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 | $310,117 | $124,425+149.2% | $112,040+176.8% | $137,256+125.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.41% | 24.72%-20.3pp | 24.52%-20.1pp | 220.34%-215.9pp |
| Employer contribution / active EE | $13,760 | $3,411+303.4% | $2,954+365.8% | $4,156+231.1% |
| Participant deferral / active EE | $34,750 | $5,718+507.7% | $5,098+581.7% | $6,407+442.4% |
| Admin fee / account holder | $2,413 | $15,207-84.1% | $12,098-80.1% | $12,270-80.3% |