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 | $884,167 | $68,097+1198.4% | $62,929+1305.0% | $137,256+544.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.57% | 1859.11%-1842.5pp | 1063.93%-1047.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $16,539 | $2,811+488.3% | $2,505+560.3% | $4,156+297.9% |
| Participant deferral / active EE | $15,500 | $4,553+240.5% | $3,888+298.6% | $6,407+141.9% |
| Admin fee / account holder | $3,346 | $6,521-48.7% | $5,065-33.9% | $12,270-72.7% |