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 | $303,732 | $123,982+145.0% | $69,701+335.8% | $145,959+108.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 14.19% | 191.01%-176.8pp | 100.32%-86.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $11,443 | $2,681+326.8% | $1,713+567.9% | $4,661+145.5% |
| Participant deferral / active EE | $25,621 | $4,236+504.9% | $2,887+787.4% | $6,689+283.1% |
| Admin fee / account holder | $40,287 | $7,867+412.1% | $4,717+754.2% | $13,398+200.7% |