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 5-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 | $284,450 | $209,336+35.9% | $197,124+44.3% | $137,256+107.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.84% | 48.09%-24.2pp | 44.34%-20.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $11,157 | $6,591+69.3% | $6,227+79.2% | $4,156+168.4% |
| Participant deferral / active EE | $6,383 | $9,614-33.6% | $9,135-30.1% | $6,407-0.4% |
| Admin fee / account holder | $10,468 | $17,308-39.5% | $16,298-35.8% | $12,270-14.7% |