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 8-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 | $472,702 | $209,411+125.7% | $178,490+164.8% | $158,922+197.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.25% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $50,258 | $5,706+780.7% | $5,011+903.0% | $4,761+955.6% |
| Participant deferral / active EE | $100,515 | $5,954+1588.1% | $5,202+1832.4% | $5,982+1580.3% |
| Admin fee / account holder | $4,046 | $17,074-76.3% | $13,984-71.1% | $11,246-64.0% |