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.
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 | $284,218 | $88,710+220.4% | $81,783+247.5% | $145,959+94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.69% | 1027.26%-1010.6pp | 775.05%-758.4pp | 561.95%-545.3pp |
| Employer contribution / active EE | $22,500 | $3,083+629.8% | $2,913+672.5% | $4,661+382.8% |
| Participant deferral / active EE | $28,800 | $4,645+520.0% | $4,320+566.6% | $6,689+330.6% |
| Admin fee / account holder | $1,425 | $8,407-83.1% | $7,380-80.7% | $13,398-89.4% |