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 | $324,270 | $172,111+88.4% | $150,298+115.8% | $137,256+136.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.79% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,989 | $4,636-57.1% | $4,154-52.1% | $4,156-52.1% |
| Participant deferral / active EE | $9,377 | $6,166+52.1% | $5,453+72.0% | $6,407+46.4% |
| Admin fee / account holder | $7,007 | $16,471-57.5% | $14,116-50.4% | $12,270-42.9% |