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 9-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 | $34,886 | $127,386-72.6% | $115,037-69.7% | $125,391-72.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.10% | 31.28%-31.2pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $3,922 | $5,166-24.1% | $4,608-14.9% | $4,866-19.4% |
| Participant deferral / active EE | $9,600 | $6,423+49.5% | $6,026+59.3% | $5,352+79.4% |
| Admin fee / account holder | $1,345 | $9,516-85.9% | $8,175-83.6% | $9,540-85.9% |