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 | $259,208 | $170,826+51.7% | $148,243+74.9% | $382,429-32.2% |
| Participation rate | 100.0% | 90.0%+10.0pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 8.79% | -11.36%+20.1pp | -8.20%+17.0pp | 248.85%-240.1pp |
| Employer contribution / active EE | $12,500 | $4,052+208.5% | $3,412+266.3% | $8,036+55.6% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,089-100.0% | $5,727-100.0% |
| Admin fee / account holder | $2,311 | $9,356-75.3% | $7,881-70.7% | $30,732-92.5% |