Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $280,230 | $172,111+62.8% | $150,298+86.4% | $137,256+104.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.83% | 69.37%-57.5pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $26,604 | $4,636+473.8% | $4,154+540.4% | $4,156+540.1% |
| Participant deferral / active EE | $41,393 | $6,166+571.3% | $5,453+659.1% | $6,407+546.1% |
| Admin fee / account holder | $843 | $16,471-94.9% | $14,116-94.0% | $12,270-93.1% |