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 | $824,685 | $159,934+415.6% | $147,005+461.0% | $145,959+465.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.20% | 98.24%-79.0pp | 418.76%-399.6pp | 561.95%-542.8pp |
| Employer contribution / active EE | $28,657 | $5,287+442.0% | $4,934+480.8% | $4,661+514.9% |
| Participant deferral / active EE | $24,293 | $8,427+188.3% | $8,070+201.0% | $6,689+263.2% |
| Admin fee / account holder | $17,637 | $15,053+17.2% | $13,006+35.6% | $13,398+31.6% |