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 | $346,426 | $97,744+254.4% | $103,476+234.8% | $145,922+137.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 25.41%-12.2pp | 23.90%-10.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $120,466 | $4,677+2475.8% | $4,672+2478.5% | $4,660+2485.3% |
| Participant deferral / active EE | $231,995 | $6,603+3413.3% | $6,623+3403.1% | $6,688+3369.0% |
| Admin fee / account holder | $49,806 | $12,515+298.0% | $9,413+429.1% | $13,397+271.8% |