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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $363,181 | $148,534+144.5% | $135,903+167.2% | $139,434+160.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.44% | 79.19%-71.8pp | 68.23%-60.8pp | 372.94%-365.5pp |
| Employer contribution / active EE | $132,188 | $5,243+2421.2% | $4,856+2622.1% | $4,751+2682.4% |
| Participant deferral / active EE | $128,334 | $8,100+1484.3% | $7,758+1554.3% | $6,710+1812.5% |
| Admin fee / account holder | $1,616 | $12,400-87.0% | $10,762-85.0% | $11,403-85.8% |