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 | $327,055 | $209,336+56.2% | $197,124+65.9% | $137,256+138.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.41% | 48.09%-29.7pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $12,282 | $6,591+86.4% | $6,227+97.2% | $4,156+195.5% |
| Participant deferral / active EE | $17,126 | $9,614+78.1% | $9,135+87.5% | $6,407+167.3% |
| Admin fee / account holder | $5,066 | $17,308-70.7% | $16,298-68.9% | $12,270-58.7% |