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 | $313,779 | $124,425+152.2% | $112,040+180.1% | $137,256+128.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.90% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $47,014 | $3,411+1278.2% | $2,954+1491.6% | $4,156+1031.2% |
| Participant deferral / active EE | $30,000 | $5,718+424.6% | $5,098+488.5% | $6,407+368.3% |
| Admin fee / account holder | $6,242 | $15,207-59.0% | $12,098-48.4% | $12,270-49.1% |