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 | $943,684 | $169,161+457.9% | $129,295+629.9% | $145,959+546.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.19% | 14348.07%-14334.9pp | 9429.28%-9416.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $43,500 | $5,543+684.8% | $4,157+946.4% | $4,661+833.3% |
| Participant deferral / active EE | $23,000 | $4,989+361.0% | $4,169+451.7% | $6,689+243.9% |
| Admin fee / account holder | $377 | $9,878-96.2% | $7,665-95.1% | $13,398-97.2% |