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 | $350,102 | $201,259+74.0% | $184,200+90.1% | $145,959+139.9% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 17.24% | 28.98%-11.7pp | 28.80%-11.6pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,484 | $7,018-64.6% | $6,424-61.3% | $4,661-46.7% |
| Participant deferral / active EE | $7,902 | $9,806-19.4% | $9,132-13.5% | $6,689+18.1% |
| Admin fee / account holder | $428 | $16,372-97.4% | $13,907-96.9% | $13,398-96.8% |