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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $452,785 | $171,008+164.8% | $163,428+177.1% | $287,075+57.7% |
| Participation rate | 100.0% | 20.4%+79.6pp | 16.1%+83.9pp | 55.8%+44.2pp |
| Annual return | 7.50% | 9.19%-1.7pp | 9.36%-1.9pp | 24.42%-16.9pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $26,210 | $10,697+145.0% | $9,460+177.1% | $22,079+18.7% |