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 | $333,394 | $183,592+81.6% | $155,567+114.3% | $145,959+128.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 16.17% | 61.24%-45.1pp | 64.74%-48.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,473 | $5,315-72.3% | $4,674-68.5% | $4,661-68.4% |
| Participant deferral / active EE | $3,439 | $6,464-46.8% | $5,628-38.9% | $6,689-48.6% |
| Admin fee / account holder | $2,514 | $19,318-87.0% | $15,916-84.2% | $13,398-81.2% |