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 | $313,059 | $154,228+103.0% | $145,433+115.3% | $137,256+128.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.16% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,447 | $4,804-7.4% | $4,554-2.4% | $4,156+7.0% |
| Participant deferral / active EE | $10,520 | $8,216+28.0% | $7,897+33.2% | $6,407+64.2% |
| Admin fee / account holder | $1,258 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |