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 | $32,690 | $70,606-53.7% | $53,898-39.3% | $142,382-77.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.22% | 619.81%-598.6pp | 528.60%-507.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $8,919 | $1,202+641.9% | $932+856.9% | $4,299+107.5% |
| Participant deferral / active EE | $23,288 | $2,364+885.1% | $1,826+1175.2% | $6,507+257.9% |
| Admin fee / account holder | $641 | $2,852-77.5% | $2,491-74.3% | $12,624-94.9% |