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 | $64,074 | $108,919-41.2% | $100,391-36.2% | $145,922-56.1% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 12.30% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,775 | $4,419-59.8% | $3,942-55.0% | $4,660-61.9% |
| Participant deferral / active EE | $9,981 | $8,445+18.2% | $8,082+23.5% | $6,688+49.2% |
| Admin fee / account holder | $5,053 | $9,689-47.9% | $7,899-36.0% | $13,397-62.3% |