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 | $275,674 | $180,749+52.5% | $160,784+71.5% | $137,256+100.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.98% | 2234.46%-2219.5pp | 1803.92%-1788.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,333 | $4,155+100.6% | $3,733+123.2% | $4,156+100.5% |
| Participant deferral / active EE | $15,106 | $6,844+120.7% | $6,293+140.0% | $6,407+135.8% |
| Admin fee / account holder | $26,339 | $10,397+153.3% | $9,717+171.1% | $12,270+114.7% |