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 | $769,292 | $88,710+767.2% | $81,783+840.6% | $145,959+427.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.69% | 1027.26%-1012.6pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $28,223 | $3,083+815.4% | $2,913+869.0% | $4,661+505.5% |
| Participant deferral / active EE | $30,500 | $4,645+556.6% | $4,320+606.0% | $6,689+356.0% |
| Admin fee / account holder | $6,594 | $8,407-21.6% | $7,380-10.6% | $13,398-50.8% |