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 10-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.
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 | $1,477,796 | $201,272+634.2% | $184,203+702.3% | $145,922+912.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.22% | 29.00%-8.8pp | 28.81%-8.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $74,459 | $7,022+960.4% | $6,427+1058.5% | $4,660+1498.0% |
| Participant deferral / active EE | $91,700 | $9,806+835.2% | $9,131+904.2% | $6,688+1271.2% |
| Admin fee / account holder | $9,686 | $16,364-40.8% | $13,901-30.3% | $13,397-27.7% |