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 | $496,319 | $112,729+340.3% | $98,716+402.8% | $137,256+261.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.09% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,939 | $2,725+117.9% | $2,279+160.7% | $4,156+42.9% |
| Participant deferral / active EE | $6,000 | $4,640+29.3% | $4,048+48.2% | $6,407-6.3% |
| Admin fee / account holder | $2,520 | $10,129-75.1% | $8,703-71.0% | $12,270-79.5% |