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 | $85,067 | $165,984-48.7% | $164,813-48.4% | $145,922-41.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.20% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $79,976 | $5,273+1416.7% | $4,341+1742.4% | $4,660+1616.4% |
| Participant deferral / active EE | $84,450 | $6,959+1113.5% | $6,031+1300.2% | $6,688+1162.8% |
| Admin fee / account holder | $121,935 | $16,648+632.4% | $12,690+860.9% | $13,397+810.2% |