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 | $260,680 | $159,934+63.0% | $147,005+77.3% | $145,959+78.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.44% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $6,546 | $5,287+23.8% | $4,934+32.7% | $4,661+40.4% |
| Participant deferral / active EE | $10,547 | $8,427+25.2% | $8,070+30.7% | $6,689+57.7% |
| Admin fee / account holder | $1,308 | $15,053-91.3% | $13,006-89.9% | $13,398-90.2% |