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 | $394,117 | $169,161+133.0% | $129,295+204.8% | $145,959+170.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.76% | 14348.07%-14340.3pp | 9429.28%-9421.5pp | 561.95%-554.2pp |
| Employer contribution / active EE | $9,414 | $5,543+69.8% | $4,157+126.5% | $4,661+102.0% |
| Participant deferral / active EE | $6,835 | $4,989+37.0% | $4,169+63.9% | $6,689+2.2% |
| Admin fee / account holder | $10,843 | $9,878+9.8% | $7,665+41.4% | $13,398-19.1% |