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 | $271,173 | $154,228+75.8% | $145,433+86.5% | $137,256+97.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.00% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $5,726 | $4,804+19.2% | $4,554+25.7% | $4,156+37.8% |
| Participant deferral / active EE | $8,218 | $8,2160% | $7,897+4.1% | $6,407+28.3% |
| Admin fee / account holder | $1,427 | $14,344-90.1% | $13,129-89.1% | $12,270-88.4% |