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 | $572,498 | $178,174+221.3% | $156,181+266.6% | $137,256+317.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.38% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $46,952 | $4,972+844.4% | $4,294+993.5% | $4,156+1029.7% |
| Participant deferral / active EE | $31,348 | $6,888+355.1% | $6,132+411.2% | $6,407+389.3% |
| Admin fee / account holder | $23,271 | $17,404+33.7% | $14,586+59.5% | $12,270+89.7% |