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 6-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 | $369,319 | $154,228+139.5% | $145,433+153.9% | $137,256+169.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.93% | 74.59%-53.7pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $24,760 | $4,804+415.4% | $4,554+443.6% | $4,156+495.8% |
| Participant deferral / active EE | $28,500 | $8,216+246.9% | $7,897+260.9% | $6,407+344.8% |
| Admin fee / account holder | $820 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |