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 10-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 | $364,919 | $210,698+73.2% | $178,014+105.0% | $145,959+150.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.78% | 386.27%-376.5pp | 294.80%-285.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,436 | $4,567-24.8% | $3,950-13.0% | $4,661-26.3% |
| Participant deferral / active EE | $9,773 | $6,958+40.4% | $6,276+55.7% | $6,689+46.1% |
| Admin fee / account holder | $8,343 | $12,016-30.6% | $10,362-19.5% | $13,398-37.7% |