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 | $262,139 | $180,749+45.0% | $160,784+63.0% | $137,256+91.0% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 16.00% | 2234.46%-2218.5pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $8,055 | $4,155+93.9% | $3,733+115.8% | $4,156+93.8% |
| Participant deferral / active EE | $11,598 | $6,844+69.5% | $6,293+84.3% | $6,407+81.0% |
| Admin fee / account holder | $16,318 | $10,397+56.9% | $9,717+67.9% | $12,270+33.0% |