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 7-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 | $295,953 | $159,934+85.0% | $147,005+101.3% | $145,959+102.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.24%-84.1pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $9,995 | $5,287+89.0% | $4,934+102.6% | $4,661+114.4% |
| Participant deferral / active EE | $20,715 | $8,427+145.8% | $8,070+156.7% | $6,689+209.7% |
| Admin fee / account holder | $1,696 | $15,053-88.7% | $13,006-87.0% | $13,398-87.3% |