See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $766,564 | $219,709+248.9% | $109,143+602.4% | - |
| Participation rate | 0.0% | 61.5%-61.5pp | 75.9%-75.9pp | - |
| Annual return | 16.15% | 14.84%+1.3pp | 25.75%-9.6pp | - |
| Employer contribution / active EE | $0 | $2,247-100.0% | $3,722-100.0% | - |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,653-100.0% | - |
| Admin fee / account holder | $31,812 | $13,236+140.3% | $6,752+371.1% | - |