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 | $126,868 | $70,756+79.3% | $65,493+93.7% | $142,382-10.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.40% | 1754.89%-1742.5pp | 982.45%-970.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,370 | $2,881+190.6% | $2,574+225.2% | $4,299+94.7% |
| Participant deferral / active EE | $7,299 | $4,637+57.4% | $3,961+84.3% | $6,507+12.2% |
| Admin fee / account holder | $5,098 | $6,559-22.3% | $5,028+1.4% | $12,624-59.6% |