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 | $747,140 | $72,071+936.7% | $68,368+992.8% | $137,256+444.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.94% | 353.14%-332.2pp | 292.57%-271.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $5,377 | $2,788+92.8% | $2,649+103.0% | $4,156+29.4% |
| Participant deferral / active EE | $31,094 | $4,410+605.1% | $4,123+654.2% | $6,407+385.3% |
| Admin fee / account holder | $44,703 | $5,336+737.8% | $5,150+768.0% | $12,270+264.3% |