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.)
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 | $336,987 | $112,729+198.9% | $98,716+241.4% | $137,256+145.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 12.55% | 38.48%-25.9pp | 31.81%-19.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,854 | $2,725+4.7% | $2,279+25.2% | $4,156-31.3% |
| Participant deferral / active EE | $7,177 | $4,640+54.7% | $4,048+77.3% | $6,407+12.0% |
| Admin fee / account holder | $3,057 | $10,129-69.8% | $8,703-64.9% | $12,270-75.1% |