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 3-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 | $1,230,041 | $97,125+1166.4% | $86,233+1326.4% | $137,256+796.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.43% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $29,847 | $2,841+950.5% | $2,504+1091.8% | $4,156+618.2% |
| Participant deferral / active EE | $16,692 | $5,180+222.3% | $4,559+266.1% | $6,407+160.5% |
| Admin fee / account holder | $6,399 | $9,725-34.2% | $8,342-23.3% | $12,270-47.9% |