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 | $44,794 | $81,632-45.1% | $70,449-36.4% | $158,922-71.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 30.38% | 208.40%-178.0pp | 109.03%-78.6pp | 302.83%-272.4pp |
| Employer contribution / active EE | $4,924 | $3,217+53.0% | $2,737+79.9% | $4,761+3.4% |
| Participant deferral / active EE | $9,647 | $4,554+111.8% | $3,709+160.1% | $5,982+61.3% |
| Admin fee / account holder | $7,582 | $6,193+22.4% | $3,845+97.2% | $11,246-32.6% |