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 9-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 | $388,574 | $87,166+345.8% | $76,735+406.4% | $137,256+183.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.87% | 26.50%-12.6pp | 29.77%-15.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $50,880 | $2,904+1651.9% | $2,454+1973.2% | $4,156+1124.2% |
| Participant deferral / active EE | $25,019 | $4,726+429.4% | $4,088+512.0% | $6,407+290.5% |
| Admin fee / account holder | $690 | $8,403-91.8% | $7,189-90.4% | $12,270-94.4% |