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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $167,880 | $127,264+31.9% | $109,895+52.8% | $167,490+0.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 136.26% | 22.97%+113.3pp | 29.45%+106.8pp | 478.56%-342.3pp |
| Employer contribution / active EE | $9,459 | $3,322+184.7% | $2,842+232.8% | $4,837+95.5% |
| Participant deferral / active EE | $22,087 | $4,514+389.3% | $4,048+445.6% | $6,341+248.3% |
| Admin fee / account holder | $6,015 | $7,114-15.4% | $6,066-0.8% | $12,309-51.1% |