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 | $353,394 | $172,111+105.3% | $150,298+135.1% | $137,256+157.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 33.67% | 69.37%-35.7pp | 62.79%-29.1pp | 220.34%-186.7pp |
| Employer contribution / active EE | $10,589 | $4,636+128.4% | $4,154+154.9% | $4,156+154.8% |
| Participant deferral / active EE | $1,764 | $6,166-71.4% | $5,453-67.7% | $6,407-72.5% |
| Admin fee / account holder | $13,753 | $16,471-16.5% | $14,116-2.6% | $12,270+12.1% |