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 | $491,913 | $210,698+133.5% | $178,014+176.3% | $145,959+237.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 17.35% | 386.27%-368.9pp | 294.80%-277.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $7,066 | $4,567+54.7% | $3,950+78.9% | $4,661+51.6% |
| Participant deferral / active EE | $23,700 | $6,958+240.6% | $6,276+277.6% | $6,689+254.3% |
| Admin fee / account holder | $107,169 | $12,016+791.9% | $10,362+934.3% | $13,398+699.9% |