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 | $308,754 | $165,584+86.5% | $142,942+116.0% | $137,256+124.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 12.97% | 164.22%-151.2pp | 113.70%-100.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,312 | $4,725-8.8% | $4,139+4.2% | $4,156+3.7% |
| Participant deferral / active EE | $16,295 | $8,194+98.9% | $7,128+128.6% | $6,407+154.3% |
| Admin fee / account holder | $2,159 | $16,167-86.6% | $12,475-82.7% | $12,270-82.4% |