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 | $701,790 | $214,378+227.4% | $200,582+249.9% | $142,382+392.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.46% | 46.41%-31.9pp | 42.33%-27.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $54,936 | $6,841+703.0% | $6,419+755.9% | $4,299+1177.8% |
| Participant deferral / active EE | $103,369 | $9,865+947.9% | $9,331+1007.8% | $6,507+1488.5% |
| Admin fee / account holder | $5,292 | $17,692-70.1% | $16,305-67.5% | $12,624-58.1% |