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 | $201,259+634.3% | $184,200+702.3% | $145,959+912.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.22% | 28.98%-8.8pp | 28.80%-8.6pp | 561.95%-541.7pp |
| Employer contribution / active EE | $74,459 | $7,018+961.0% | $6,424+1059.1% | $4,661+1497.5% |
| Participant deferral / active EE | $91,700 | $9,806+835.1% | $9,132+904.2% | $6,689+1271.0% |
| Admin fee / account holder | $9,686 | $16,372-40.8% | $13,907-30.3% | $13,398-27.7% |