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 | $282,248 | $159,934+76.5% | $147,005+92.0% | $145,959+93.4% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 13.30% | 98.24%-84.9pp | 418.76%-405.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,125 | $5,287-59.8% | $4,934-56.9% | $4,661-54.4% |
| Participant deferral / active EE | $6,629 | $8,427-21.3% | $8,070-17.9% | $6,689-0.9% |
| Admin fee / account holder | $9,422 | $15,053-37.4% | $13,006-27.6% | $13,398-29.7% |