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 | $302,040 | $172,111+75.5% | $150,298+101.0% | $137,256+120.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.84% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $7,948 | $4,636+71.4% | $4,154+91.3% | $4,156+91.2% |
| Participant deferral / active EE | $7,350 | $6,166+19.2% | $5,453+34.8% | $6,407+14.7% |
| Admin fee / account holder | $6,717 | $16,471-59.2% | $14,116-52.4% | $12,270-45.3% |