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 6-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 | $516,487 | $87,166+492.5% | $76,735+573.1% | $137,256+276.3% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 13.31% | 26.50%-13.2pp | 29.77%-16.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,626 | $2,904+59.3% | $2,454+88.5% | $4,156+11.3% |
| Participant deferral / active EE | $14,852 | $4,726+214.3% | $4,088+263.3% | $6,407+131.8% |
| Admin fee / account holder | $36,253 | $8,403+331.4% | $7,189+404.3% | $12,270+195.5% |