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 | $302,474 | $172,111+75.7% | $150,298+101.2% | $137,256+120.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.35% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $5,105 | $4,636+10.1% | $4,154+22.9% | $4,156+22.8% |
| Participant deferral / active EE | $8,186 | $6,166+32.8% | $5,453+50.1% | $6,407+27.8% |
| Admin fee / account holder | $2,577 | $16,471-84.4% | $14,116-81.7% | $12,270-79.0% |