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 3-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 | $626,577 | $498,888+25.6% | $1,550,518-59.6% | $498,888+25.6% |
| Participation rate | 100.0% | 90.2%+9.8pp | 71.4%+28.6pp | 90.2%+9.8pp |
| Annual return | 6.18% | 8.46%-2.3pp | 10.82%-4.6pp | 8.46%-2.3pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $39,184-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $13,544-100.0% | $11,296-100.0% |
| Admin fee / account holder | $32,429 | $67,015-51.6% | $32,268+0.5% | $67,015-51.6% |