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 | $255,076 | $68,097+274.6% | $62,929+305.3% | $137,256+85.8% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 14.56% | 1859.11%-1844.6pp | 1063.93%-1049.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,128 | $2,811+11.3% | $2,505+24.9% | $4,156-24.7% |
| Participant deferral / active EE | $8,730 | $4,553+91.8% | $3,888+124.5% | $6,407+36.3% |
| Admin fee / account holder | $7,127 | $6,521+9.3% | $5,065+40.7% | $12,270-41.9% |