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 | $1,044,306 | $102,245+921.4% | $89,340+1068.9% | $137,256+660.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.09% | 21.89%-15.8pp | 20.57%-14.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $14,566 | $2,529+475.9% | $2,231+552.8% | $4,156+250.5% |
| Participant deferral / active EE | $8,729 | $4,436+96.7% | $3,823+128.3% | $6,407+36.2% |
| Admin fee / account holder | $22,633 | $8,085+179.9% | $6,704+237.6% | $12,270+84.5% |