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 | $557,759 | $169,161+229.7% | $129,295+331.4% | $145,959+282.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.65% | 14348.07%-14331.4pp | 9429.28%-9412.6pp | 561.95%-545.3pp |
| Employer contribution / active EE | $28,724 | $5,543+418.2% | $4,157+591.0% | $4,661+516.3% |
| Participant deferral / active EE | $17,833 | $4,989+257.4% | $4,169+327.7% | $6,689+166.6% |
| Admin fee / account holder | $5,010 | $9,878-49.3% | $7,665-34.6% | $13,398-62.6% |