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 | $328,617 | $159,934+105.5% | $147,005+123.5% | $145,959+125.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.68% | 98.24%-74.6pp | 418.76%-395.1pp | 561.95%-538.3pp |
| Employer contribution / active EE | $7,171 | $5,287+35.6% | $4,934+45.3% | $4,661+53.9% |
| Participant deferral / active EE | $5,030 | $8,427-40.3% | $8,070-37.7% | $6,689-24.8% |
| Admin fee / account holder | $7,065 | $15,053-53.1% | $13,006-45.7% | $13,398-47.3% |