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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $777,933 | $209,336+271.6% | $197,124+294.6% | $137,256+466.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.11% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $32,097 | $6,591+387.0% | $6,227+415.4% | $4,156+672.3% |
| Participant deferral / active EE | $70 | $9,614-99.3% | $9,135-99.2% | $6,407-98.9% |
| Admin fee / account holder | $15,181 | $17,308-12.3% | $16,298-6.9% | $12,270+23.7% |