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 | $304,192 | $178,174+70.7% | $156,181+94.8% | $137,256+121.6% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.8%-1.9pp | 80.0%-3.0pp |
| Annual return | 13.65% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,597 | $4,972-47.8% | $4,294-39.5% | $4,156-37.5% |
| Participant deferral / active EE | $8,842 | $6,888+28.4% | $6,132+44.2% | $6,407+38.0% |
| Admin fee / account holder | $25,655 | $17,404+47.4% | $14,586+75.9% | $12,270+109.1% |