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 | $261,763 | $87,166+200.3% | $76,735+241.1% | $137,256+90.7% |
| Participation rate | 81.3% | 74.4%+6.9pp | 69.5%+11.8pp | 80.0%+1.3pp |
| Annual return | 17.22% | 26.50%-9.3pp | 29.77%-12.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,463 | $2,904+53.7% | $2,454+81.9% | $4,156+7.4% |
| Participant deferral / active EE | $12,014 | $4,726+154.2% | $4,088+193.9% | $6,407+87.5% |
| Admin fee / account holder | $4,874 | $8,403-42.0% | $7,189-32.2% | $12,270-60.3% |