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 | $57,453 | $100,852-43.0% | $90,404-36.4% | $158,922-63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.23% | 1724.20%-1711.0pp | 1293.02%-1279.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $6,905 | $3,689+87.2% | $3,262+111.7% | $4,761+45.0% |
| Participant deferral / active EE | $16,683 | $4,348+283.7% | $3,963+320.9% | $5,982+178.9% |
| Admin fee / account holder | $325 | $6,501-95.0% | $5,611-94.2% | $11,246-97.1% |