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 7-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 | $269,233 | $210,698+27.8% | $178,014+51.2% | $145,959+84.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.09% | 386.27%-378.2pp | 294.80%-286.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,059 | $4,567-54.9% | $3,950-47.9% | $4,661-55.8% |
| Participant deferral / active EE | $22,333 | $6,958+221.0% | $6,276+255.8% | $6,689+233.9% |
| Admin fee / account holder | $1,977 | $12,016-83.5% | $10,362-80.9% | $13,398-85.2% |