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 | $292,393 | $159,934+82.8% | $147,005+98.9% | $145,959+100.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.88% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $7,862 | $5,287+48.7% | $4,934+59.3% | $4,661+68.7% |
| Participant deferral / active EE | $9,898 | $8,427+17.4% | $8,070+22.6% | $6,689+48.0% |
| Admin fee / account holder | $31,529 | $15,053+109.4% | $13,006+142.4% | $13,398+135.3% |