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 | $310,400 | $111,814+177.6% | $103,374+200.3% | $145,959+112.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 15.64% | 24.77%-9.1pp | 24.89%-9.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $5,695 | $4,214+35.2% | $3,869+47.2% | $4,661+22.2% |
| Participant deferral / active EE | $3,314 | $5,618-41.0% | $5,058-34.5% | $6,689-50.5% |
| Admin fee / account holder | $96,053 | $9,754+884.7% | $8,394+1044.3% | $13,398+616.9% |