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 | $129,989 | $65,409+98.7% | $98,442+32.0% | $85,850+51.4% |
| Participation rate | 95.2% | 65.0%+30.2pp | 73.3%+21.9pp | 69.3%+25.9pp |
| Annual return | 20.94% | 21.76%-0.8pp | 1492.73%-1471.8pp | 318.53%-297.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $960 | $4,593-79.1% | $5,949-83.9% | $6,260-84.7% |