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 9-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 | $272,168 | $111,535+144.0% | $105,223+158.7% | $137,256+98.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.09% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,454 | $3,939-12.3% | $3,689-6.3% | $4,156-16.9% |
| Participant deferral / active EE | $6,494 | $5,500+18.1% | $5,072+28.0% | $6,407+1.4% |
| Admin fee / account holder | $4,650 | $9,721-52.2% | $8,859-47.5% | $12,270-62.1% |