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 | $302,010 | $100,970+199.1% | $96,576+212.7% | $137,256+120.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 10.11% | 38.16%-28.1pp | 38.47%-28.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,464 | $3,809-61.6% | $3,553-58.8% | $4,156-64.8% |
| Participant deferral / active EE | $7,678 | $8,286-7.3% | $7,956-3.5% | $6,407+19.8% |
| Admin fee / account holder | $17,299 | $11,312+52.9% | $11,381+52.0% | $12,270+41.0% |