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 6-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 | $931,821 | $210,698+342.3% | $178,014+423.5% | $145,959+538.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.68% | 386.27%-373.6pp | 294.80%-282.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,898 | $4,567-36.5% | $3,950-26.6% | $4,661-37.8% |
| Participant deferral / active EE | $18,550 | $6,958+166.6% | $6,276+195.6% | $6,689+177.3% |
| Admin fee / account holder | $4,608 | $12,016-61.7% | $10,362-55.5% | $13,398-65.6% |