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 | $309,032 | $72,400+326.8% | $67,502+357.8% | $145,922+111.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.87% | 7182.46%-7163.6pp | 3512.12%-3493.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,643 | $3,069-46.5% | $2,731-39.8% | $4,660-64.7% |
| Participant deferral / active EE | $2,142 | $4,783-55.2% | $4,000-46.4% | $6,688-68.0% |
| Admin fee / account holder | $357 | $5,539-93.6% | $3,998-91.1% | $13,397-97.3% |