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 | $371,276 | $183,592+102.2% | $155,567+138.7% | $145,959+154.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $3,662 | $5,315-31.1% | $4,674-21.7% | $4,661-21.4% |
| Participant deferral / active EE | $8,913 | $6,464+37.9% | $5,628+58.4% | $6,689+33.3% |
| Admin fee / account holder | $18,574 | $19,318-3.9% | $15,916+16.7% | $13,398+38.6% |