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 8-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 | $418,809 | $180,749+131.7% | $160,784+160.5% | $137,256+205.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.13% | 2234.46%-2218.3pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,311 | $4,155+3.7% | $3,733+15.5% | $4,156+3.7% |
| Participant deferral / active EE | $9,293 | $6,844+35.8% | $6,293+47.7% | $6,407+45.0% |
| Admin fee / account holder | $2,953 | $10,397-71.6% | $9,717-69.6% | $12,270-75.9% |