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 8-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 | $338,948 | $183,592+84.6% | $155,567+117.9% | $145,959+132.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $10,536 | $5,315+98.2% | $4,674+125.4% | $4,661+126.1% |
| Participant deferral / active EE | $24,292 | $6,464+275.8% | $5,628+331.6% | $6,689+263.2% |
| Admin fee / account holder | $1,416 | $19,318-92.7% | $15,916-91.1% | $13,398-89.4% |