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 | $441,269 | $124,425+254.6% | $112,040+293.8% | $137,256+221.5% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 18.07% | 24.72%-6.6pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,628 | $3,411-52.3% | $2,954-44.9% | $4,156-60.8% |
| Participant deferral / active EE | $13,111 | $5,718+129.3% | $5,098+157.2% | $6,407+104.6% |
| Admin fee / account holder | $10,614 | $15,207-30.2% | $12,098-12.3% | $12,270-13.5% |