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 | $257,279 | $117,859+118.3% | $102,438+151.2% | $145,959+76.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.78% | 31.72%-22.9pp | 29.37%-20.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $9,301 | $3,615+157.3% | $3,024+207.6% | $4,661+99.5% |
| Participant deferral / active EE | $8,631 | $5,732+50.6% | $5,054+70.8% | $6,689+29.0% |
| Admin fee / account holder | $5,562 | $13,318-58.2% | $9,448-41.1% | $13,398-58.5% |