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 | $460,861 | $102,382+350.1% | $147,005+213.5% | $80,874+469.8% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.9pp | 67.6%+11.7pp |
| Annual return | 12.88% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,380 | $3,715-9.0% | $4,934-31.5% | $2,756+22.7% |
| Participant deferral / active EE | $9,153 | $6,646+37.7% | $8,070+13.4% | $4,297+113.0% |
| Admin fee / account holder | $52,347 | $7,942+559.1% | $13,006+302.5% | $6,935+654.8% |