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 | $1,383,209 | $154,228+796.9% | $145,433+851.1% | $137,256+907.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.69% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,140 | $4,804-34.6% | $4,554-31.1% | $4,156-24.4% |
| Participant deferral / active EE | $34,750 | $8,216+322.9% | $7,897+340.0% | $6,407+442.4% |
| Admin fee / account holder | $83,337 | $14,344+481.0% | $13,129+534.8% | $12,270+579.2% |