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 | $386,598 | $70,532+448.1% | $68,948+460.7% | $137,256+181.7% |
| Participation rate | 88.9% | 81.0%+7.9pp | 79.2%+9.7pp | 80.0%+8.9pp |
| Annual return | 45.23% | 32.56%+12.7pp | 28.39%+16.8pp | 220.34%-175.1pp |
| Employer contribution / active EE | $4,233 | $4,355-2.8% | $4,165+1.7% | $4,156+1.9% |
| Participant deferral / active EE | $9,869 | $6,773+45.7% | $6,186+59.5% | $6,407+54.0% |
| Admin fee / account holder | $560 | $7,916-92.9% | $7,539-92.6% | $12,270-95.4% |