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).
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 | $176,887 | $133,958+32.0% | $112,228+57.6% | $134,475+31.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.69% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $248,674 | $4,038+6058.3% | $3,635+6741.9% | $4,740+5146.7% |
| Participant deferral / active EE | $94,091 | $5,291+1678.5% | $4,728+1890.1% | $6,400+1370.2% |
| Admin fee / account holder | $1,296 | $7,489-82.7% | $6,410-79.8% | $11,426-88.7% |