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 | $279,613 | $111,535+150.7% | $105,223+165.7% | $137,256+103.7% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.0%-4.5pp | 80.0%-9.4pp |
| Annual return | 18.65% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,286 | $3,939-42.0% | $3,689-38.0% | $4,156-45.0% |
| Participant deferral / active EE | $11,732 | $5,500+113.3% | $5,072+131.3% | $6,407+83.1% |
| Admin fee / account holder | $1,163 | $9,721-88.0% | $8,859-86.9% | $12,270-90.5% |