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 | $416,991 | $88,710+370.1% | $81,783+409.9% | $145,959+185.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.10% | 1027.26%-1010.2pp | 775.05%-757.9pp | 561.95%-544.8pp |
| Employer contribution / active EE | $4,025 | $3,083+30.5% | $2,913+38.2% | $4,661-13.6% |
| Participant deferral / active EE | $19,092 | $4,645+311.0% | $4,320+341.9% | $6,689+185.4% |
| Admin fee / account holder | $2,227 | $8,407-73.5% | $7,380-69.8% | $13,398-83.4% |