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 | $264,058 | $172,111+53.4% | $150,298+75.7% | $137,256+92.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 19.24% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,924 | $4,636-36.9% | $4,154-29.6% | $4,156-29.7% |
| Participant deferral / active EE | $9,413 | $6,166+52.7% | $5,453+72.6% | $6,407+46.9% |
| Admin fee / account holder | $4,763 | $16,471-71.1% | $14,116-66.3% | $12,270-61.2% |