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 | $1,660,309 | $166,020+900.1% | $164,866+907.1% | $145,959+1037.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.38% | 100.08%-78.7pp | 69.97%-48.6pp | 561.95%-540.6pp |
| Employer contribution / active EE | $21,750 | $5,275+312.3% | $4,343+400.8% | $4,661+366.7% |
| Participant deferral / active EE | $15,250 | $6,961+119.1% | $6,033+152.8% | $6,689+128.0% |
| Admin fee / account holder | $25,010 | $16,644+50.3% | $12,689+97.1% | $13,398+86.7% |