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 | $265,274 | $209,336+26.7% | $197,124+34.6% | $137,256+93.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.08% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $7,709 | $6,591+17.0% | $6,227+23.8% | $4,156+85.5% |
| Participant deferral / active EE | $11,953 | $9,614+24.3% | $9,135+30.9% | $6,407+86.6% |
| Admin fee / account holder | $11,266 | $17,308-34.9% | $16,298-30.9% | $12,270-8.2% |