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 | $542,902 | $154,228+252.0% | $145,433+273.3% | $137,256+295.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.60% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,494 | $4,804-27.3% | $4,554-23.3% | $4,156-15.9% |
| Participant deferral / active EE | $12,543 | $8,216+52.7% | $7,897+58.8% | $6,407+95.8% |
| Admin fee / account holder | $12,954 | $14,344-9.7% | $13,129-1.3% | $12,270+5.6% |