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 | $820,130 | $97,750+739.0% | $103,464+692.7% | $145,959+461.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.81% | 25.43%-15.6pp | 23.91%-14.1pp | 561.95%-552.1pp |
| Employer contribution / active EE | $6,086 | $4,685+29.9% | $4,677+30.1% | $4,661+30.6% |
| Participant deferral / active EE | $18,212 | $6,603+175.8% | $6,624+174.9% | $6,689+172.3% |
| Admin fee / account holder | $2,750 | $12,515-78.0% | $9,410-70.8% | $13,398-79.5% |