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 | $269,280 | $209,336+28.6% | $197,124+36.6% | $137,256+96.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.07% | 48.09%-38.0pp | 44.34%-34.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $16,054 | $6,591+143.6% | $6,227+157.8% | $4,156+286.3% |
| Participant deferral / active EE | $17,663 | $9,614+83.7% | $9,135+93.4% | $6,407+175.7% |
| Admin fee / account holder | $341 | $17,308-98.0% | $16,298-97.9% | $12,270-97.2% |