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 | $509,094 | $154,228+230.1% | $145,433+250.1% | $137,256+270.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.97% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,765 | $4,804-21.6% | $4,554-17.3% | $4,156-9.4% |
| Participant deferral / active EE | $33,302 | $8,216+305.3% | $7,897+321.7% | $6,407+419.8% |
| Admin fee / account holder | $2,346 | $14,344-83.6% | $13,129-82.1% | $12,270-80.9% |