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 | $288,394 | $183,592+57.1% | $155,567+85.4% | $145,959+97.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.48% | 61.24%-32.8pp | 64.74%-36.3pp | 561.95%-533.5pp |
| Employer contribution / active EE | $16,679 | $5,315+213.8% | $4,674+256.8% | $4,661+257.9% |
| Participant deferral / active EE | $10,167 | $6,464+57.3% | $5,628+80.7% | $6,689+52.0% |
| Admin fee / account holder | $2,247 | $19,318-88.4% | $15,916-85.9% | $13,398-83.2% |