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 | $386,356 | $178,174+116.8% | $156,181+147.4% | $137,256+181.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 98.94% | 84.19%+14.8pp | 64.87%+34.1pp | 220.34%-121.4pp |
| Employer contribution / active EE | $15,006 | $4,972+201.8% | $4,294+249.5% | $4,156+261.1% |
| Participant deferral / active EE | $14,720 | $6,888+113.7% | $6,132+140.0% | $6,407+129.8% |
| Admin fee / account holder | $2,419 | $17,404-86.1% | $14,586-83.4% | $12,270-80.3% |