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 | $289,199 | $154,228+87.5% | $145,433+98.9% | $137,256+110.7% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 22.97% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,214 | $4,804-53.9% | $4,554-51.4% | $4,156-46.7% |
| Participant deferral / active EE | $10,164 | $8,216+23.7% | $7,897+28.7% | $6,407+58.6% |
| Admin fee / account holder | $12,560 | $14,344-12.4% | $13,129-4.3% | $12,270+2.4% |